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EPOA and Will Automation

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EPOA and Will Automation

$198.00

Through the use of common parties it is easy to complete the LightYear Docs Enduring Power Of Attorney for all States, as well as a Will which does not have testamentary trusts.

For more complex clients seeking a SMSF Will and upgrades to SMSF deeds, as well as a Moat and Will (with or without testamentary trusts) use The Moat – comprehensive estate plan.

SKU: 997a5f56-19f8-4c60-8893-cdf20382f0eb Categories: Estate Planning, Wills and Testamentary Trusts
  • Description

Description

LightYear Docs EPOA and Will Automation brings together two of our best documents, that really are married at the hip. Rather than completing an Enduring Power Of Attorney (EPOA) and then a Will separately, you can bring these two together with our simple automation.

Is additional legal advice necessary?

If you are completing the Will for your own personal use, the system is simple, efficient and self-explanatory. If you would like to obtain legal help then you can book in a session with one of Abbott & Mourly lawyers, who will look at your Will and take you through various sections to ensure that nothing has escaped the estate. They can also ensure that it is legally valid and properly executed. To book in a video conference with one of our lawyers contact us: info@abbottmourly.com.au

If you are an accountant or financial planner helping a client prepare a Will it is highly recommended to use the video conferencing solution – a low cost legal sign off option for your protection. To book in a video conference with one of our lawyers contact us: info@abbottmourly.com.au.

► $198.00 (inc GST) – OR provided under your unlimited membership

► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.

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