Wills & Estate Planning

A Will is a document, but the conversations that produce it is the work. We spend time with you mapping your assets, your people, your intentions and the structure that fits your circumstances, before the drafting begins.

Built around you. Not a template

The strongest succession plans come from asking the right questions, and knowing which ones matter. That's where our experience makes the difference. We take the time to understand your circumstances, your family, and your wishes, so every document reflects what actually matters to you, while considering the practical application and interaction of the law.

A table with estate planning documents, representing fixed-fee Will services in Melbourne Victoria

Our fixed fees

Our fixed fee approach to Wills & Estate planning gives you both confidence and peace of mind to start your succession planning journey today. No snowballing fees, no unexpected invoices, just quality advice from an experienced lawyer. Our Clients focus on their story and what they really came to us for, not fear of the clock causing important information to be left out.

Estate Planning Packages

Save by purchasing Wills and Power of Attorney documents together

For one person

Package Single

  • Will
  • Enduring Power of Attorney (Financial Matters)
  • Enduring Power of Attorney (Personal Matters)
  • Appointment of Medical Treatment Decision Maker
$1,320

incl GST

Save $550
Popular

For one person

Package Single + Testamentary Trust

  • Will (with Testamentary Trust)
  • Enduring Power of Attorney (Financial Matters)
  • Enduring Power of Attorney (Personal Matters)
  • Appointment of Medical Treatment Decision Maker
$2,200

incl GST

Save $440

For two people

Package Couple

  • 2x Will
  • 2x Enduring Power of Attorney (Financial Matters)
  • 2x Enduring Power of Attorney (Personal Matters)
  • 2x Appointment of Medical Treatment Decision Maker
$2,200

incl GST

Save $440
Popular

For two people

Package Couple + Testamentary Trust

  • 2x Will (with Testamentary Trust)
  • 2x Enduring Power of Attorney (Financial Matters)
  • 2x Enduring Power of Attorney (Personal Matters)
  • 2x Appointment of Medical Treatment Decision Maker
$3,300

incl GST

Save $1,100

Estate Planning Products Purchased Individually

Powers of Attorney

Enduring Power of Attorney (Financial Matters) $330 incl GST
Enduring Power of Attorney (Personal Matters) $330 incl GST
Enduring Power of Attorney (All Matters) $330 incl GST
Appointment of Medical Treatment Decision Maker $330 incl GST

Wills for Individuals

Will $880 incl GST
Will with Testamentary Trust $1,650 incl GST

Wills for Couples

Couple Mirror Wills (2x Will) $1,650 incl GST
Couple Mirror Wills + Testamentary Trust (2x Will with Testamentary Trust) $2,970 incl GST

Signing with Simmons Legal

Signing & witnessing of documents prepared by Simmons Legal (Single) $220 incl GST
Signing & witnessing of documents prepared by Simmons Legal (Couple) $330 incl GST

Our Process

  1. Step 1: Book your initial call

    • A 10-minute call is the start of every matter. No commitment. No charge. Schedule a time that works for you to discuss your personal circumstances and how we might be able to assist you.
    • After your meeting, you’ll receive an email with next steps including an online questionnaire that takes about 10 minutes to complete.

  2. Step 2: Meet & plan with purpose

    • You’ll meet with Rebecca for 45 minutes on a Teams video call to discuss your responses and for us to take further instructions from you so we understand your personal circumstances.
    • Once we have your instructions, we’ll make checks on our end and then we will send you a cost agreement for your approval.

  3. Step 3: Review & Amend

    • We’ll  send you the draft documents online to review and to provide feedback.
    • We’ll will also send you a 50% invoice of the fixed fee.

  4. Step 4: Final Versions

    • Final documents will be sent to you ready for signing and witnessing (together with signing instructions).
    • We’ll send you a final invoice, being the remaining 50% of the fixed fee.

  5. Step 5: Signing

    Signing can be done in two ways:

    • You sign with your own witnesses using the signing instructions provided.
    • You purchase our signing service, and sign with Rebecca ($220 single or $330 couple).

A 10-minute call is the start of every matter. No obligation, no charge, no pressure. Schedule a time that works for you to discuss your needs, how we can help and next steps.

Book a One-on-One Meeting.

Book a meeting
Rebecca on a video call client meetings discussing wills and estate planning for customers in Melbourne