Estate Planning Services
*Predetermined fixed price
SFR Legal’s Total Estate PLANNING Service (before you die and have legal capacity)
- Strategic Consultation to first ascertain what are your estate assets, the desired beneficiaries, discover any threats, complications, competing interests, legislative issues, alternative estate strategies.
- We than explain the various legal instruments (documents) that are available to implement your desired outcome considering disability or death.
- Strategic investigation on identifying and managing competing interests.
- Alternative estate structures and strategies.
- Preparation, execution and stamping of documentation as appropriate.
SFR Legal’s Total Estate ADMINISTRATION Service (after the testator dies)
Our complete package provides a comprehensive estate administration service. We’ll finalise the estate quickly, effectively and at a fixed price view inclusions.
This package includes:
- Meeting our experienced team
- Gathering information about the estate’s assets and liabilities
- An application for Letters of Administration by a beneficiary
- Signing and witnessing your application
- Preparing consent notices, as required
- Court filing
- Keeping you informed of the estate administration process
- Does the estate include real estate?
- Does the estate have a life interest residual asset?
- Real estate means any interest in land – e.g. a home or investment property. If you are unsure, ask us to carry out a Landgate check
- Advertising for creditors
- Notifying the Australian Taxation Office, applying for a tax file number and completing a straightforward estate tax return *
- Closing estate bank accounts and Government payments such as Centrelink payments
- Completing a transmission application
- Redeeming aged care accommodation bond
- Claiming superannuation death benefits
- Paying the estate’s liabilities
- Verifying the identity of the beneficiaries
- Arranging interim and final distributions
- Free financial impact consultation to beneficiaries *
Plus court filing fee $370 and Special Reduced Real Estate Sale Fees if applicable.
*Services provided by our associated firms under the SFR Advisory Group.