What We Don’t Do

RetireLaw does not do simple short Wills. Here are ten reasons why:

1. No asset protection
2. No family law protection
3. No opportunity to minimise tax
4. No opportunity to minimise Capital Gains Tax
5. No way to even up any inequalities
6. No quarantining of life insurance proceeds
7. No effective passing of control of Trusts, SMSFs and investment structures
8. No guarantee of keeping it in the family
9. No way of preserving Centrelink entitlements
10. No flexibility

RetireLaw does not provide a one size fits all service.

As the RetireLaw modern Estate Planning service is based around risk prevention, it is imperative that we take the time to have a detailed understanding of your personal and asset circumstances and wishes. Without this knowledge we would be like a doctor providing a final diagnosis prior to asking the patient how they are feeling or prior to running any tests.

The one size fits all approach to Will drafting, like the simple Wills offered by Will kits, or prepared by some non-specialist solicitors, will do nothing but ensure that your estate is put at serious risk, and leave your wishes open to challenge and disputes.

All RetireLaw Wills are tailored to the needs and wishes of our clients.

RetireLaw does not charge for initial meetings.

All initial meetings with RetireLaw are completely cost and obligation free. Our solicitors sit down with you (and your financial adviser or accountant if possible) to discuss your particular situation, needs and wishes. Your RetireLaw solicitor will explain in detail our approach to modern Estate Planning, and answer any questions you may have in an informal and relaxed setting.

RetireLaw does not charge on-going fees.

All clients of RetireLaw are given an upfront lump sum quote for consideration after their free initial consultation. No obligation. No hidden costs.

RetireLaw does not assume you understand the documents.

Our solicitors take the time to explain in detail the documents they are preparing for you and why they are preparing them. At the end of the process, you will be supplied a plain language explanation of the all of the documents, as well as a detailed plain language explanation for the executors of your Will. When it comes time to sign your documents, the solicitors will only allow the signing process to commence once you and they feel confident in your understanding of what you are signing.