Estate Planning
We have partnered with a local legal team to take care of our clients' estate planning requirements — because protecting what you've built goes beyond insurance.
We have partnered with a local legal team to take care of our clients' estate planning requirements. It is a concern to learn how few people actually have a current, legal Will & Testament in place. Even fewer have Enduring Powers of Attorney in place — and this is a major deal when your spouse/partner is hospitalised and someone needs to make decisions on their behalf. Family members and children/siblings cannot do so!
Don't delay — we cannot stress this enough. It may seem like an inconvenience or too expensive right now, but we can testify of the importance of this once you are in that situation.
We have also managed to secure a favourable discount for their services when our clients refer via the link below.
Meet Owen
We have full confidence in Owen and his team of legal experts that will assist and guide our clients along this journey.
Owen thrives on solving complex problems and cutting straight to the core of every challenge. Known for his strategic thinking, he specialises in designing robust structures that protect and preserve what his clients have worked hard to build — ensuring wealth, assets, and legacies are secured for the generations that follow.
With deep expertise in estate planning and asset protection, Owen helps clients navigate the full picture: from structuring their affairs tax-efficiently to planning for seamless succession and peace of mind. He brings a comprehensive approach to safeguarding what matters most — because true protection goes beyond the legal document.
"For Owen, law is always about people. He's passionate about building lasting relationships and takes pride in guiding clients through every stage of their journey — not just in building success, but in making sure it endures."
Fee Estimate — Trust & Estate Planning
| Service | Fee (excl. GST) |
|---|---|
| Trust Formation (straightforward family trust) | $3,000.00 |
| Memorandum of Guidance | $385.00 |
| Will (Simple Will) | $550.00 |
| Enduring Power of Attorney — One EPOA | $400.00 |
| Enduring Power of Attorney — Two EPOAs | $600.00 |
| Enduring Power of Attorney — Four EPOAs (appointing each other) | $1,200.00 |
Wright Way Insurance Clients — Package Deal
- Couples: Two Wills & Two EPOAs — $2,000
- For other packages, please enquire directly with the team.
All estimates exclude GST and out of pocket expenses. We encourage you to get in touch to discuss your matter in more detail, at which time a more accurate estimate of costs can be provided.