Making a Will
Find Ways To Ensure Your
Wealth Lives On After You
Hopefully you will spend a lifetime creating, building and maintaining wealth. But there comes a time when you should consider what’s going to happen to your money after you die. It’s not something everyone wants to think about but it must be done.
IMPORTANT NOTICE: TAG Financial Planning has strategic relationships with three Australian Legal Practitioners who carry out the Will service for TAG Financial Planning clients.
The table below is a GUIDE ONLY of the possible fees associated with these legal services.
Writing A Will Is One Of The Most Responsible Decisions You Will Make
Simple Wills from $495
Limited time only
If You Don’t Have A Will Keep Reading!
|Simple Will with Enduring Power of Attorney (EPOA)
*Special Offer & Limited Time – Normally $660
|Sophisticated Will with Testamentary Trust and EPOA||$2,200||$2,995|
|Family Consultation – 1Hr||$220||$220|
|Review of existing Will||$220||$400|
|Binding Financial Agreement – (Pre-Nuptial)||$3,300|
|Home Visit (Perth Metro Area)||$88|
All the above services include a complimentary 45 minute consultation to determine the right estate plan for you & your family.
Financial Planning Enquire Now
Your hard-earned and well protected money doesn’t die when you do. With careful planning and a little foresight, it can be passed on to your surviving spouse, children, charities or foundations.
Your TAG Wealth advisor can connect you with a preferred lawyer who can advise you on making a Will which dictates the desired distribution of your your cash and assets exactly as you intended. If required, they can also help with the establishment of trusts, separation settlements and enduring powers of attorney.
Contact TAG Wealth today to find out how we can help you.
TAG Financial Planning Pty Ltd ATF TAG Financial Planning Unit Trust ABN 64 647 048 794 t/a TAG Wealth Solutions a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523 for financial services only.
Credit assistance and other services are not provided by Infocus.
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