Sometimes a simple Will is not enough. To protect your legacy, it’s important to get the right advice and plan properly.
Contrary to popular belief, estate planning isn’t about charging more for your Will because you have a business or a large estate. It’s about developing a strategy to deal with assets you own or control in a way that will minimise tax and protect your assets and preserve your legacy after you die.
Still not convinced? Read our case studies.
We’ll prepare your Will and a written estate plan which sets out a comprehensive strategy for you and each of your related entities.
If you’re unsure which service is right for you, use our online tool to Find your solution or contact us.
How we can help you
Let’s start by understanding your needs – book a consultation to get started.Testamentary trust Will
Need a testamentary trust? Start by booking a meeting with one of our lawyers. We’ll get all the information we need from you and prepare your documents pronto.
Estate planning conference
If you own a business, trust or SMSF, you require a complex Will, have a large estate or a blended family we’ll develop an estate planning strategy to help you get your affairs in order. Start with a consultation where we’ll discuss your needs and come up with a plan and a fixed price quote.
Simple Will, EPOA & EPOG on-the-spot
We’ll prepare your Will, EPOA and EPOG together and you can sign them on the spot. You’ll be satisfied knowing your affairs are in order.
What our clients say
The team at Fortuna Legal are real professionals who provide excellent service. Thanks to Stephen and Nathan for not only helping myself with legal documents but also directing me to there webinars and blog posts on their website to learn more about what they do!
Jake Cestrilli
Nathan was an absolute pleasure to work with throughout our entire online property transaction. Very professional and super clear communications. Regards. Matt Cruden
Matt Cruden
The team at Fortuna Legal are real professionals who provide excellent service. Thanks to Stephen and Nathan for not only helping myself with legal documents but also directing me to there webinars and blog posts on their website to learn more about what they do!
Jake Cestrilli
Nathan was an absolute pleasure to work with throughout our entire online property transaction. Very professional and super clear communications. Regards. Matt Cruden
Matt Cruden
Why choose us
We provide great service at competitive prices.
We make it easy for you
We offer practical guidance at every step. We’ll help you work out the answers to the difficult questions.
Friendly and efficient service
We’ll anticipate your needs and exceed your expectations. Read what our clients say.
Fixed prices
Whether you need a simple Will or a comprehensive estate plan, we’ll give you a fixed price quote in advance.
Reach Us
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Suite 1.3, 110 Erindale Road (entrance via Mumford place) Balcatta 6021, Western Australia
+61 8 9240 8920
+61 8 9200 5018
info@fortunalegal.com.au