Secure your future Simply:
Effortless Estate Planning for Life’s Big Steps. Zip through the legalese and sidestep the stress - all without breaking the bank.
LET’S DO THIS →Something to please note.
Our DIY Estate Planning Essentials Packages are pretty great, although they aren't suitable for everyone. If any of the following apply to you, then we recommend that you seek legal advice and have a bespoke estate plan prepared. If this is you, you can book a no obligation strategy call with our staff to determine whether you require a more bespoke plan for a fixed fee.
If you have net assets that exceed $500,000 (including superannuation and or life insurance policies).
If you operate a business - including as a sole trader, partnership, trust structure, company structure, or have an interest in a SMSF
If you intend to leave someone out of your will because you are estranged from them
If you have a blended family
If someone you intend to name in your will is not an Australian Citizen or an Australian Permanent Resident, or their immediate family including a spouse meets this criteria.
Your submission of your Questionnaire implies that you have read and understood the Terms and Conditions outlined below.
Complete each Questionnaire below at your own pace.
-
Will Questionnaire.
A will, also called a "last will and testament," is a legal paper where someone writes down who should get their things and who should look after their young children when they die. This makes sure their stuff is given out the way they want, instead of just following basic legal rules.
-
Enduring Power of Attorney Questionnaire.
An enduring power of attorney is a legal paper where one person (known as the 'donor') chooses someone else (the 'attorney') to make decisions for them. This is especially useful if the donor gets too sick or hurt to make their own decisions. This document can let the attorney handle things like the donor's money, property, and personal health choices.
-
Advance Care Planning Questionnaire.
Advance care planning is a way for people to decide on their future medical care for times when they might be too sick or unable to share what they want. This involves thinking about, talking over, and writing down their choices for medical treatments they would or wouldn't like. Often, this includes filling out legal papers to make sure their wishes are known and followed.
-
Questions? Need Legal Advice? Schedule a Consultation
Do you have a question or need legal advice to help you decide who to name where, or what you should do based on your circumstances? No problem! We offer a one-off fixed fee online consultation, so you can speak with one of our solicitors and get the answers you need. We want to ensure you are confident, and have peace of mind at the end of this process.
once you're done:So you’ve completed your Questionnaires?
Once you’ve provided payment, our solicitors will review and release the documents to you within five business days.
Embark on a journey of thoughtful preparation with our DIY Estate Planning service, designed specifically to provide you with the tools and knowledge to secure your legacy from the comfort of your home. Hosted on our easy-to-navigate platform, this service is perfect for individuals seeking to craft a comprehensive estate plan tailored to their unique life circumstances.
Key Features:
Interactive Online Platform: Utilise our user-friendly online tools to create your wills, trusts, and other essential estate documents without the need for a solicitor.
Customisable Templates: Gain access to a wide range of customisable legal document templates that meet the specific needs of Australian law, ensuring full compliance and peace of mind.
Step-by-Step Guidance: Each section of our service is accompanied by detailed instructions and expert tips to guide you through the process of establishing a clear and enforceable estate plan.
Secure Document Storage: Safely store your completed documents online with encrypted security measures, and easily update them as your circumstances change.
Benefits:
Cost-Effective: Save on legal fees with our comprehensive DIY solution that empowers you to take control of your estate planning.
Flexible: Work at your own pace and make updates anytime as your life and preferences evolve.
Empowering: Equip yourself with the knowledge and confidence to handle your estate planning, making informed decisions that reflect your wishes.
Perfect for individuals who want to ensure their assets and loved ones are taken care of according to their precise wishes. Whether you're starting from scratch or updating an existing plan, our DIY Estate Planning service provides all the resources needed to complete this crucial task with ease and confidence.
and then:
Schedule a Complimentary Signing Appointment.
If you live near our Mount Gambier or Millicent Offices, you can schedule a free appointment with our qualified staff to witness the signing of your documents. We’ll even print them for you.
Terms & Conditions
-
This document suite of Templates is provided for information purposes. By purchasing these Templates, we are not under any circumstances acting as your lawyers and are not providing any legal advice relating to you or your circumstances. Any user guides or other instructions or information provided is for informational and educational purposes only. As such information is not intended to substitute or replace legal advice of your own lawyer, accountant, or financial advisor. You should consult with a professional for any legal, financial, or accounting advice. Brite Legal is not liable for any reliance on your templates.
-
We do our best to ensure that our Templates are kept up to date and are accurate, however, we do not make any representations that the Templates are free from errors at all times. We do not assume any liability or responsibility for the accuracy of the Template's content, information or effectiveness as it applies to you. Unless your engage our Bespoke Services, we will not review any completed Templates to ensure they are fit for your circumstances. We do not and cannot guarantee that the Templates will cover your specific circumstances, issues, concerns or applicable laws. We always recommend that you consult with a lawyer to review any Template purchased and such a lawyer will be able to provide you with advice specific to your circumstances and needs.
It is your responsibility to ensure that the Template you wish to purchase is the right Template for you and your specific needs. By purchasing a Template, you are taking responsibility for your actions or inactions as they relate to the Templates.
-
We do not recommend Templates be used in the following (but not limited to) circumstances. Instead, if one of these scenarios best describes your circumstances, then you should consult with Brite Legal as to the possible need for a Bespoke Estate Plan.
If you have net assets that exceed $500,000 (including superannuation and or life insurance policies)
If you operate a business - including as a sole trader, partnership, trust structure, company structure, or have an interest in a SMSF
If you intend to leave someone out of your will because you are estranged from them
If you have a blended family
If someone you intend to name in your will is not an Australian Citizen or an Australian Permanent Resident, or their immediate family including a spouse meets this criteria
-
Copyright in our Templates belongs to Brite Legal Pty Ltd. Brite Legal Pty Ltd is providing you with Templates under the terms and conditions set out on our website at www.britelegal.com.au. You cannot copy, reproduce, transmit electronically or otherwise in any way for any other purpose including any commercial purpose without the prior written consent of Brite Legal Pty aka this is just for your personal use only.
-
If you require legal advice, we have a few ways in which we can support you if you are based in Australia.
You can schedule a one off fixed fee 30 minute consultation with one of our solicitors to discuss the complexities of your matter, and answer your concerns thoroughly. The link for these consultations can be found in your custom portal that will be emailed to you shortly.
You can instruct Brite Legal to create a bespoke estate planning package for you, which includes legal advice. Our price guide and a booking link for this service can be found here.
