Estate Planning Services

Many people know that an Estate Plan is more than a Will, but the process can feel overwhelming. Unlike many online will providers who promise a quick fix, we know that truly effective estate planning takes time and careful planning to ease the load on your family and reduce stress.

At Rebel Wealth, we’re here to make estate planning straightforward. 

We won’t hand you a long list of tasks to tackle alone. Instead, we work alongside you, liaising with our legal experts with you and managing each step so you’re fully supported. Our goal is to demystify estate planning, giving you confidence that your plan covers all bases, because you’ll understand every piece of it. 

As life changes, so might your plan, and you can reach out anytime to make updates. We want you to feel secure not just by trusting us but by knowing exactly how your Estate Plan works for you.

With our Estate Planning package, we guide you through every essential decision, from selecting your Executor, Trustee, Attorney, and Guardian to gathering personal and financial details. We’ll help you leave clear, relevant information for each of these roles to make everything as smooth as possible when it matters most.

Our support includes tailored financial advice, ensuring your Estate Plan aligns with your superannuation, life insurance, and retirement goals, as well as your needs for future care. This comprehensive approach provides not only decision-making clarity but also a secure, central source of information for easy access whether it’s for your Executor or for you in case of an emergency.

Finally, we work with our Estate Planning Lawyers experts to document your plan thoroughly, addressing any unique factors in your situation.

Our Estate Planning Essentials package:

Couples with mirror wills $3,100 per couple.

Individuals $2,500.

This service includes working with our passionate Financial Adviser and an expert team of estate planning Lawyers:

• An initial consultation with your financial professional to provide instructions and begin the necessary planning discussions regarding your family situation and any goals for your Estate Plan
• Preparation of the financial information that is relevant to your Estate Plan
• A joint strategy session with both your Financial Adviser and Lawyer
• Drafting of Wills (including a discretionary testamentary trust), Powers of Attorney, and medical decision-making documents
• Preparation and storage of the Letter of Wishes, leaving extensive instructions for your decision makers, as well as setting out your aged care and medical preferences
• Guidance & provision of the appropriate financial advice around tax consequences, aged care, options for your superannuation and life insurance, and strategies for future asset acquisition
• Preparation and proper registration of any beneficiary nominations for superannuation, insurance or any other financial products

For tailored situations such as complex family dynamics, business or trust considerations, non-mirror Wills, or international assets we can provide an individualised cost estimate to meet your unique needs.

Click the link below to email us your initial query and we will reply within 48 hours.