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Wholistic Financial Solutions

Fee Structure

ESTATE PLANNING & WILLS

ESTATE PLANNING & WILLS

Simple Will

$795 or $1,150 for couple

Will with One Testamentary Trust

$1,850 or $2,600 for couple

Additional Testamentary Trusts

$550p/beneficiary

Enduring Power of Attorney

$350 or $600 for couple

Estate Planning Advice

$350p/hour

Appointment of Successor Directors & Successive Appointer Solution

$242

Update Existing Simple Will prepared by WFS

$395 or $575 for couple

Update Existing Will with Testamentary Trust prepared by WFS 

$925 or $1,300 for couple

Update Existing Enduring Power of Attorney prepared by WFS  

$165 or $275 for couple