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Will Value Packages

[The gold standard – complete estate plan solution]

In each of our Will Value Packages you receive:

High-level support. 
Detailed advice and guidance.  
Bespoke strategy to achieve your goals and meet your needs + your loved ones’ needs. 
Gold-standard legal documents.

We are dedicated to our clients and passionate about creating comprehensive and holistic estate plans. 
We create plans for long-term financial and emotional success.

Our Will Value Packages provide comprehensive protection if you lose decision-making capacity and when you die.

A common misconception is that a Will = estate plan. A Will only covers certain parts of your estate on your death. It does not provide any protection during your lifetime if you lose decision-making capacity.

The estate plan documents  in our Will Value Packages protect you + your loved ones during your lifetime AND after death.

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[Price guide – fees confirmed with clients after our heart-to-heart]

Single Starter

Will Value Package

$1,180 (incl. GST)

Our ‘Starter’ level is for you if you have straight forward assets, eg. house, car, superannuation.

You want the strategic planning for your estate but without the bells and whistles of business structures or self-managed superannuation.

This option does not include a
testamentary discretionary trust.

Single Extras

Will Value Package

$1,630 (incl. GST)

Our ‘Extras’ level is for you if you have a self-managed superannuation fund (“SMSF”), company or trust.
*For more than one entity a further $450.00 applies per additional entity.

This option does not include a
testamentary discretionary trust.

Single Prime

Will Value Package

$2,250 (incl. GST)

Our ‘Prime’ level is for you if you want the greatest flexibility for your beneficiaries, or protection in the event of relationship or business breakdown, or from irresponsible spending by beneficiaries.

This option includes one or more
testamentary discretionary trusts.

Please note that our prices are subject to change without prior notice. The specific circumstances of each client’s matter may impact the scope of work and subsequently affect our fees. To ensure transparency and clarity, we provide clients with written confirmation of our fees after an initial consultation and in a formal Costs Agreement.

When are fees payable?
$300 (including GST) is charged for our initial consult (our heart-to-heart estate plan strategy meeting).  The consult fee is payable on the day of our consult.  The consult fee is deducted from the total package cost.  The remaining balance of your chosen package is payable once your documents are ready for release.

"How Does a Testamentary Discretionary Trust Work?" resource download link
"Standard Will vs Testamentary Discretionary Trust Will" resource download link
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[What’s the docs – let’s break it down]

Will: gifts your property after death and nominates people you know + trust to certain power positions [check out Why do I need a Will?]

Letter of Wishes: adds your thoughts, stories, and feelings to your estate plan.  The things that aren’t so legal-ish, yet crucial to ensure your loved ones thrive [check out Why do I need a Letter of Wishes?]

Enduring Power of Attorney: appoints people you know + trust to be your decision makers if you’re unable to make decisions for yourself (eg. due to accident, injury, medication) [check out Why do I need an Enduring Power of Attorney?]

Advance Health Directive: records the medical treatment you do and don’t want, and informs your health professionals about your health conditions and any spiritual or cultural beliefs that are important for your care and treatment [check out Why do I need an Advance Health Directive?]

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Client testimonial - Jacqui is one of the most kind and caring humans you could ever meet. She was very compassionate as she guided my husband and I through our estate planning journey which was greatly appreciated when we were making plans for our daughter. Despite how confronting this was, Jacqui carefully guided us to make thoughtful and mindful decisions that gave us a sense of comfort and security. I would highly recommend Jacqui to anyone wanting to create an estate plan.
Client testimonial -As someone who is from an extremely different professional background to lawyers, I often find processes to be drawn out, needlessly complicated and frustrating. Working with Jacqui was the polar opposite; streamlined, easy to understand and without hassle. The documents are of the highest quality and exactly what I wanted. Jacqui is extremely personable, and whilst preparing these documents at a time where I was dealing with a terminal health condition, Jacqui was sensitive and professional to be sure, but also able to connect beyond that, and turn a confronting process in to a pleasant one. I am currently actively recommending Sun Wills and Estates, and Jacqui’s services to all my friends. If you’re reading this, don’t hesitate, you’ve found the best in the business.
Client testimonial - I've only had a Will done by a solicitor once before and the experience was chalk and cheese. Whereas my previous experience left me annoyed and thinking it wasn't worth the money, the total opposite was true with Jacqui at Sun Wills & Estates. Her approach was both friendly and professional. I felt she wanted to understand my needs and preferences and help me achieve what I wanted. She patiently answered a dozen questions and offered a whole heap more information about stuff I didn't even know I needed to think about. She allowed me the time I needed to think things through and return paperwork. I was very happy with the service and end product and would highly recommend Jacqui at Sun Wills & Estates.
Client testimonial - Jacqui has a clear passion for estate planning which shows in every detail of her offerings. From the first point of contact, to the meeting right through to receiving the important documents to sift through and sign. Even after my matter was finalised, I had some follow up questions about my Will. Jacqui’s swift response with immense detail showcases her love for this corner of the law - a specialty that may not usually attract such a vibrant yet down-to-earth professional. Jacqui made the whole experience easy and stress-free. I feel like I’ve successfully put my ‘big-girl’ pants on by planning my Will and Estate. I’d recommend her to anyone wanting to do the same (big-girl pants optional).
Client testimonial - Jacqui made the whole process of setting up a Will and Power of Attorney so easy for me. She was kind and answered everything I asked in an easy to understand way. She has such a lovely nature it was like dealing with a friend. My previous Will was through the Public Trustee and in comparison I can’t believe the difference. I’m so pleased I came across her business through a Facebook group and would highly recommend. I’m a solo mum and I feel so much more confident having set everything in place.
Client testimonial -Your service was perfect for my first time doing a Will. Everything was explained really well and I now understand so much more and feel secure knowing my wishes will be followed after my passing. Jacqui is really approachable and answered all my questions thoroughly which gave me such peace of mind. Thank you again, I'm so happy this is finally done! Weight off my mind.
JD 0724
MF + GF 0624
PS 1223
"Your easy peasy estate plan" - the steps in the estate plan journey.
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Download The Complete Testamentary Guardian Workbook to:

  • protect your children’s future
  • know the what, who, and why of testamentary guardians
  • questionnaire included to find the best match for your family

Download The Complete Estate Plan Guidebook to:

  • take the overwhelm out of estate planning
  • know what documents you need to protect yourself and your loved ones
  • appoint the best suited people to control positions
  • step-by-step guide to sort your estate plan
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