Estate planning
Wherever life may take you, change is the only constant. Yet most people never formally update their plans when things change. More than half of Australians fail to adequately adjust their plans after changes or milestone events in their lives. Swinbourne Wealth & Protection is here to make that process simple and efficient.
Our Process
Discuss your
needs with us
Swinbourne Wealth & Protection engages with you to better understand your circumstances, needs and wishes.
Document recommendation
and quote
Based on your requirements, Swinbourne Wealth & Protection provides you with a list of recommendations and a quote.
- The quote is a fixed, flat fee (inclusive of the lawyer cost) to have your entire Estate Plan completed.
Accept and
payment
If you wish to proceed, your intent is confirmed through Swinbourne Wealth & Protection.
- Payment of the fixed fee is remitted.
Data
collection
Swinbourne Wealth & Protection coordinates any additional information or specific requests in Yodal, to ensure your wishes are accurately represented and honoured.
Finalise with
a lawyer
The matter is forwarded to our trusted legal partners to be reviewed.
- Your final Estate Planning documents are completed.
- Swinbourne Wealth & Protection engages with you to facilitate the final execution of your Estate Planning
