Fee Schedule

Scope of work includes: Preparation of Contract or pre-purchase contract review and advice, liaising with agent or other party's solicitor/conveyancer regarding sale documentation, taking up signed documents and managing terms and conditions, arranging release of deposit (if required), lodging purchaser's caveat (if required), preparing or reviewing statement of adjusted rates & taxes prior to settlement, liaising with lender for finance and or release of mortgage, preparing settlement work space, State Revenue Office duty declaration, GST Notices, ATO Clearance Certificate application, managing and attending settlement, advising rating authorities and relevant stakeholders of change of ownership, finalising.

Scope of work includes: Liaising with surveyor to obtain relevant plans and documents, advising you in relation to requirements, preparing lodgement paperwork for registration, attending to registration with Land Use Victoria, liaising with lender to make Certificate of Title available at the titles office (if required), taking up new Certificates of Title, finalising.

Scope of work includes: Preparation of Contract or pre-purchase contract review and advice, liaising with agent or other party's solicitor/conveyancer regarding sale documentation, taking up signed documents and managing terms and conditions, arranging release of deposit (if required), lodging purchaser's caveat (if required), preparing or reviewing statement of adjusted rates & taxes prior to settlement, liaising with lender for finance and or release of mortgage, preparing settlement work space, State Revenue Office duty declaration, GST Notices, ATO Clearance Certificate application, managing and attending settlement, advising rating authorities and relevant stakeholders of change of ownership, finalising.

Scope of work: Taking up loan agreement, reviewing documents, advising you in relation to documents, providing you with Certificate of Independent Legal Advice (if required), witnessing execution of loan agreement.

Scope of work includes: Taking your instructions regarding conditions of mortgage, drafting agreement and attending on parties to sign loan documentation, Verification of Identity, preparation and lodgement of loan documents, liaising with Certificate of Title controller to obtain title, lodging and registration with Land Use Victoria.

Scope of work includes: Advising you in relation to manner of holding, estate implications of transfer, liaising with lender to make title available at the titles office (if required), advising you in relation to stamp duty requirements/implications, Verification of Identity, preparation of transfer and State Revenue Office duties declaration, stamping and lodging documents with Land Use Victoria, taking up new Certificate of Title (if relevant), notifying rating authorities of change of ownership.

Scope of work includes taking your instructions to lodge caveat, advising you in relation to lodging caveatable interests, attending on parties to sign, verification of identity, preparing documents and lodging.

Preparation of caveat, verification of identity and client authority, lodging.

For straightforward families who want a professionally prepared Will without turning it into a major project.

Includes: initial estate-planning questionnaire and consultation with an Ellison-Whyte lawyer, review of your family circumstances and assets, advice about executors and beneficiaries, preparation of your Will with substitute executor and beneficiary provisions, guardianship provisions for minor children where required, standard specific gifts, one round of reasonable amendments, signing appointment and witnessing, secure storage of your original Will, and an electronic copy for your records.

Ideal for you if: you have a relatively straightforward estate, don't own assets through complicated structures, and simply want to know your Will is properly done.

Everything most people actually need — not just a Will. Your Will deals with what happens after you die. A complete estate plan also deals with an equally important question: what happens if you're alive but can't make decisions for yourself?

Includes everything in Will Essentials, plus: an Enduring Power of Attorney covering both financial and personal decision-making, the appointment of a Medical Treatment Decision Maker, and a proper discussion of incapacity planning. We review how your superannuation fits into your estate plan and, where appropriate, review an existing death-benefit nomination, and we give you clear advice about any assets that may not pass under your Will. You'll receive an estate-planning summary alongside the signing, witnessing, and secure storage of all your documents.

No hourly billing. No surprise invoice. No wondering whether you've forgotten something important.

For families with more to protect.

This plan is designed for clients where a simple “everything to my spouse, then the children” Will doesn't adequately deal with the risks — for example, where you hold significant property or investments, have children or grandchildren to provide for, are part of a blended family, have a beneficiary at risk of divorce, bankruptcy, or who is otherwise vulnerable, hold interests in a family trust, company, or SMSF, have substantial superannuation or loans owing between family members, or simply want the protection of a testamentary trust.

Includes: everything in the Complete Estate Plan, plus a tailored estate-planning strategy and testamentary trust Will, advice about control of the trust and who should act as trustee and appointor, beneficiary protection provisions, a review of your family circumstances for potential estate claims, a review of one existing entity for succession implications, consultation regarding superannuation succession, liaison with your accountant or financial adviser where appropriate, a tailored Letter of Wishes template where appropriate, and an estate-planning implementation checklist.

Where your affairs involve multiple trusts, companies, SMSFs, overseas assets or unusually complex family arrangements, we'll tell you the additional fixed fee before any additional work starts.

This service is not financial advice. We work with your accountant or financial adviser where appropriate.

For clients whose affairs involve multiple family trusts or companies, business succession, SMSFs requiring deed review, foreign assets or beneficiaries, substantial inter-family loans, sophisticated testamentary trust structures, life interests, high-risk blended families, special disability or protective trusts, or complex asset-protection planning, we scope and quote the work properly before it begins — rather than trying to squeeze it into a fixed package that was never built to carry it.

If you proceed with a Family Wealth Plan following your Strategy Meeting, the $295 + GST Strategy Meeting fee is credited toward your package.

An Enduring Power of Attorney lets you appoint someone you trust to manage your financial and personal affairs if you're ever unable to do so yourself, and an Appointment of Medical Treatment Decision Maker ensures the right person can make medical decisions on your behalf. Both are included in the Complete Estate Plan and above, and are also available as stand-alone documents for clients who only need this piece sorted.

Fees: Enduring Power of Attorney $395 + GST single / $650 + GST couple; Medical Treatment Decision Maker $295 + GST single / $495 + GST couple; both together $495 + GST single / $795 + GST couple.

A testamentary trust is created through your Will and only comes into effect after your death, giving your beneficiaries asset protection and tax flexibility that a standard Will simply can't provide — particularly valuable where a beneficiary is at risk of divorce, bankruptcy, or creditor claims, or where you want to manage how and when an inheritance is accessed. We offer both single-style testamentary trusts (life interest, right to occupy, discretionary, or protective) and, for more complex family or asset structures, testamentary trust packages incorporating multiple trusts across different beneficiaries. These are included in the Family Wealth Plan and can also be added to a Will Essentials or Complete Estate Plan engagement.

Fees: single-style testamentary trust from $1,495 + GST single / from $2,495 + GST couple; multi-trust package from $2,495 + GST single / from $3,995 + GST couple.

If you own or hold shares in a business, your Will alone won't necessarily determine what happens to it when you die — shareholder agreements, partnership deeds, and company constitutions often govern that outcome first, and a Will that conflicts with them can trigger disputes your family has to resolve without you. We review your existing business structure and succession documentation, align your Will with your buy-sell and shareholder arrangements, and advise on trustee and director succession so your business and your estate plan work together rather than against each other.

A mutual wills contract is a binding agreement, usually between spouses or partners, that locks in an agreed distribution of your combined estate and prevents the surviving party from changing their Will after the first death — commonly used in blended families to guarantee that children from a previous relationship are ultimately provided for. Because these arrangements are contractually binding and carry real consequences if circumstances change, we talk through the trade-offs carefully before recommending one.

Superannuation doesn't automatically form part of your estate, so it needs its own succession planning. We advise on binding death benefit nominations, review SMSF trust deeds and reversionary pension arrangements for succession purposes, and make sure your fund's governing documents actually achieve what you intend — particularly important where the fund holds business real property or is otherwise linked to a family business.

Fees: superannuation advice and Binding Death Benefit Nomination $495 + GST; SMSF deed or reversionary pension review quoted on request.

For a beneficiary who is vulnerable — whether due to disability, age, addiction, or a mental health condition — we prepare protective provisions within your Will, or a stand-alone Special Disability Trust during your lifetime, so funds are managed for their benefit while remaining protected from mismanagement, undue influence, or means-testing consequences for government support.

Fees: protective trust provisions $440 + GST; stand-alone Special Disability Trust from $990 + GST.

If you hold assets through an existing family trust, company, or partnership, those assets generally can't be directed by your Will — so we review the governing documents to determine how control passes on your death and whether any supplementary documentation is needed to make sure the structure actually reflects your wishes.

Fees: review of existing trust deed $275 + GST per trust; review of business structure $275 + GST per document (company constitution, partnership or shareholder agreement).

Where a blended family or an overseas connection adds complexity, we draft right-to-reside and life interest provisions to balance a surviving partner's needs against children's ultimate entitlements, and prepare international Wills or advise on foreign assets and foreign-resident beneficiaries so your estate plan holds up wherever your assets or family are located.

Fees: life interest / right to reside clause $330 + GST; international Will or foreign-asset advice $950 + GST.

Scope of work: Taking your instructions, taking up original will and death certificate, making enquiries with asset holders, taking up asset information and details for release of assets, drafting application for Grant of Probate, attending on you to sign Affidavit of Executor, lodging documents with the Supreme Court of Victoria, taking up Grant of Probate for administration and winding up of the estate.

(Administration of the estate charged separately — as per scale below)

Scope of work includes: Taking your instructions, making relevant enquiries regarding assets in the estate, drafting application for letters of administration, taking up asset information and details for release of assets, drafting application for Grant of Probate, attending on you to sign Affidavit of Executor, lodging documents with the Supreme Court of Victoria, taking up Letters of Administration for administration and winding up of estate.

Filing fees for grant of representation applications to the Supreme Court — as at 1 July 2026

GST is not applicable

Scope of work: General advice relating to Estate queries. Initial consult with letter of advice. If you engage our service, we will include the initial fee in the price.

Scope of work includes: Preparing paperwork for collection of assets in the estate, attending on executors to sign documents, notifying beneficiaries of entitlement under the estate, taking up beneficiaries identity and banking details, lodging documents with asset holders, taking up estate funds into our trust account, creditors notice/advertisement, attending to any outstanding debts, releasing funds pursuant to will, preparing estate account, liaising with accountant for final tax return, finalising.

*Depending on work involved