What is the process if I want to make changes/have a review?

Any proposed changes to your estate planning documents or assessment of whether those documents are still current for your circumstances, requires a formal review with one of our estate planning lawyers.

Here are the steps:

  • You will meet with an estate planning lawyer in person or via Zoom/Teams
  • Your lawyer will have conducted a preliminary review of your documents and situation
  • Discuss with you any changes you wish to make or which are being recommended
  • Provide you with a written quote
  • If you proceed, your lawyer will draft the changes to your Will/other testamentary documents
  • You will meet with your lawyer to sign and witness your new document (optional – you can choose to have the document posted to you)

Important: Updates or changes cannot be made via phone or email due to legal requirements including identification, capacity check and any undue influence considerations.

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Find out more or request a fixed-fee consultation

Fixed Fee Consultation for up to 1.5 hours:

$350 +GST Australia Wide

Talk to us for a no obligation free chat. If you are requesting an appointment, there is no fee required up front. You will be billed after your consultation.

If you proceed with a new Will after the meeting, the $350 + GST fee is absorbed into the Will price.