Most RetireLaw clients are referred by their accountant or financial adviser, professionals who understand the important role Estate Planning must play in any ongoing wealth management strategy, and are able to assist by working closely with you and your RetireLaw solicitor.
The process with RetireLaw then commences with an initial conversation over the phone or via email. You will be send further information about our service, including a link to our online presentation The Convenient Truth.
You will also be sent our full questionnaire, and an obligation free appointment will be made for you to meet with a RetireLaw solicitor. At this initial meeting the service will be explained further and any questions you may have will be answered.
At the end of this initial meeting, a lump sum quote will be provided for you to consider. Should you wish to proceed, another appointment will be made for you and your spouse/partner to meet with your RetireLaw solicitor again to have the documents explained and your Wills signed.
All RetireLaw clients receive the following documentation and services:
- Modern Estate Planning Wills offering beneficiary controlled testamentary trusts, and including a Business Succession Trust.
- Enduring Powers of Attorney, including provisions covering superannuation, with primary and substitute appointees – a must for everyone
- Appointments of Enduring Guardian with primary and substitute appointees – recommended for everyone
- Written explanatory material covering each document category as well as a guide for your executors
- Safe custody of clients’ Wills, plus registration with the NSW Registry of Births, Deaths & Marriages
Retirelaw is committed to providing all clients with
- The most up to date legal expertise available in Australia
- Experience, sensitivity and family understanding
- A personalised strategy based around the ‘prevention’ of future estate disputes
- Awareness of the purpose and advantages of their Estate Plans
- Ongoing support and information
- Customised service with free initial consultations
