Estate Planning Fees

At Barsden Private Wealth, we offer three different packages for the Estate Planning needs of our clients.

Your Barsden Private Wealth - Estate Planning Intermediary Advisor, will act as your concierge throughout the process. As well as providing guidance and strategic advice with respect to your estate plan, your adviser will liaise directly with the drafting lawyer on your behalf to ensure that your legal documentation reflects your desired outcomes.

Included in each package to varying degrees is direct access to the drafting lawyer of your estate planning documentation to explain their meaning and legal effect.

Post finalisation of your estate documentation, Barsden Private Wealth offers documentation execution services, storage and estate planning review services, to ensure your estate strategy is always current and considered.

Schedule Appointment

Core Package

This package is suitable for individuals and couples with relatively straight forward estate planning requirements (i.e. singles or couples in their first marriage with or without children) and who require a Will and Attorney Documents (i.e. Power of Attorney, Enduring Power of Guardianship and Letter of Wishes template) or Will only.

Included in this package is one webinar style meeting with our recommended drafting lawyer for up to 20 minutes to explain the meaning and effect of the documentation.

If you choose this package, you will also be required to sit an online education course to ensure you are familiar with the legal terminology used (20 minutes).

Prices for this package start at:

  • Wills Only: $750 incl. GST for singles and $1,150 incl. GST for couples.
  • Wills & Attorney Documents: $1,250 incl. GST for singles and $1,450 incl. GST for couples

Intermediate Package

This package is suitable for individuals and couples with relatively straight forward estate planning requirements (i.e. singles or couples in their first marriage with or without children) and who require a Will and Attorney Documents (i.e. Power of Attorney, Enduring Power of Guardianship and Letter of Wishes template) or Will Only.

Included in this package is one webinar style meeting with our recommended drafting lawyer for up to 45 minutes to explain the meaning and effect of the documentation.

There is no requirement to sit an online education course, as there is in the Core Package.

Prices for this package start at:

  • Wills Only: $950 incl. GST for singles and $1,350 incl. GST for couples.
  • Wills & Attorney Documents: $1,550 incl. GST for singles and $1,750 incl. GST for couples.

Advanced Package

This package is suitable for individuals and couples with more intricate estate planning requirements, such as those with blended families, children with special needs, international assets, multiple entities (such as companies, self-managed super funds and trusts), business succession or those whose estate is exposed to possible challenges.

Prices for this package will be provided on application.