When do I need to come back for a review?

You should review your Estate Plan every five years or sooner if you have experienced major life changes, including:

  • Changes to wealth structure or significant assets
  • Moving to another state (as laws can differ)
  • Changes to you or your family’s circumstances (e.g., marriage, divorce, birth of children/grandchildren/bankruptcy/deaths/incapacity of executors or beneficiaries, your health issues, etc)

You can always come in for a ‘check up’ even if you think that everything is ok. If in doubt as to whether you need a review, please contact us.

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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.