Legal Consolidated
Couples Estate Planning Bundle

Couples Estate Planning Bundle

$1,487 includes GST

Includes: Mirror Three-Generation Testamentary Trust Wills and 4 POAs.

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About this Document

The Couples Estate Planning Bundle is the complete package for couples, designed to give both partners complete peace of mind. It includes everything you need to protect your family, minimize taxes, and ensure your wishes are respected. ### Includes: • Two tax effective 3-Generation Testamentary Trust Mirror Wills • Two Enduring Powers of Attorney • Two Medical/Lifestyle POAs

Key Features

3-Generation Testamentary Trust advantages
Death tax reduction
Divorce Protection Trust
Bankruptcy Trust
Free lifetime updates
Free storage and monitoring of signed Wills

What's Included

  • 2 x Testamentary Trust Wills
  • 2 x Enduring Powers of Attorney
  • 2 x Medical Powers of Attorney / Health Directives
  • Letters of wishes templates (2)
  • Estate planning guide
  • Free lifetime updates for all documents

Advice & Tips

### Death Taxes (4 defacto death duties) Our 3-Generation Testamentary Trust Wills are specifically designed to reduce the 4 defacto death duties: Capital Gains Tax, Superannuation Tax, Stamp Duty, and loss of pension entitlements. ### Vulnerable children & spendthrifts Protect your children's inheritance from bankruptcy, divorce, or their own inability to manage money through built-in protective trusts. ### Second Marriages & Challenging Wills Ensure your assets go to your children, not your new spouse's children. Our Wills include mechanisms to reduce the likelihood of successful challenges. ### Common questions We provide extensive guidance on choosing executors, guardians for minor children, and how to structure your estate. ### Assets not in your Will Remember that superannuation, life insurance, and jointly held property often bypass your Will. We guide you on how to handle these. ### Power of Attorney details Enduring and Medical POAs ensure someone you trust can make financial and medical decisions if you lose capacity.

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