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Wills & Estate Planning

Simple and Affordable Online Wills

Everybody needs a Will. Our Online Will service ensures you can create your Will by completing a few easy steps, to reflect your wishes and protect all that is important to you. Fiduciary has partnered with industry specialists to design a service that provides you with all your Will and Estate Planning needs, at very affordable prices.

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Key features of our services

  •  $135+gst exclusively for H&R Block clients
  •  Simple and affordable Online Will service via 3 Easy Steps
  •  A Mirror Will for your partner or spouse – this is a ‘duplicate’ Will with similar requests
  •  Access to our secure Will-Bank to store this important document
  •  Regular reminders to update your Will should your situation change
  •  The ability to establish an online Enduring Power of Attorney (EPOA) for $100+gst
  •  Where required, a more comprehensive estate planning service is available at reduced pricing

Creating Your Online Will in 3 Easy Steps

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Step 1

Complete our online qualifying questionnaire.

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Step 2

If you qualify for our Online Will service – you will automatically start this process to create your own Will.

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Step 3

Once completing the process, your Will can be downloaded to execute when you wish, or you can simply store it in case you want to make any changes before you finalise it.

Bonus Services:

1.

You can also create your own Enduring Powers of Attorney – EPOA’s are legal documents that let you appoint someone to make decisions about medical, personal, or financial matters.

2.

If your circumstances are complex or beyond the scope of the Online Will, you can complete an Estate Planning questionnaire, which will be reviewed by one of the legal specialists who will contact you to arrange a convenient time to meet.

Start today

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The benefits of using this service

We will take you through a quick questionnaire to determine which Will service is appropriate for you.
Once your Will is in place, it can be kept at our secure Will-Bank. If you decide to, Fiduciary can also be appointed as the adviser for your estate, to ensure that when your assets are eventually distributed to your beneficiaries, it is done so in the most efficient way for each party.  

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Disclaimer

Fiduciary Financial Services Pty Ltd ABN 76 003 624 888, AFSL 247344 has partnered with Topdocs Pty Ltd ACN 120 601 372 and Australian Executor Trustees Limited ABN 84 007 869 794, AFSL 240023 to provide Wills and Estate Planning services. This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information.  Accordingly, you should consider the appropriateness of any general advice provided regarding your own objectives, financial situation and needs before making any financial decisions. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.