Estate Planning _Thumbnail-AgedCareIQ

Working with Lawyers Package

$125.00 (incl GST)

This package provides:

  • Key insights about how lawyer can assist and provide helpful advice as your loved one’s personal and family circumstances change – keeping legal documents and related matters up to date
  • Important information about specialist legal advice to consider including preparation of estate planning documents, intergenerational wealth transfer and asset protection – providing comfort and peace of mind
  • Ideas and suggestions on how to gather information, and what to ask a lawyer, particularly as part of estate planning– so you are well prepared, save money and achieve intended outcomes
  • Prompts for discussions with loved ones and the family – to make difficult conversations easier
  • Handy list of documents you need to locate in order to get started – saving you time and ensuring documents are at hand when needed
  • Editable downloadable Checklist – for you to work through at your convenience

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