Estate Planning

  • Is Your Will Up to Date?

If you don’t have a will, or it’s outdated, your family could face unnecessary stress and costs.

Protect Your Family & Assets

Did you know that over 50% of Australians don’t have a valid Will? If something happens to you, your assets may not go to the people you intended, and your loved ones could face financial and legal hardships.

Without a Will and Power of Attorney (POA):
❌ Your estate could be tied up in legal battles
❌ Your family may face unnecessary taxes and delays
❌ Medical and financial decisions may be out of your control

The good news? We’re here to help.

We would like to let you know that in conjunction with our solicitors Abbott and Mourly, Concepts & Results has exclusive access to their online Will preparation platform called Lightyear Doc’s. What this means that Concepts & Results can provide a Will service to all our clients using this platform.

For the next 14 days we would like to invite you to complete a fast and simple three-step process to implement your Will and POA’s:

  1. Complete the attached Authority to Proceed and return to us with preferred day or time for your online meeting with Phillip. We will then enter all the information we already have about you into our software.
  2. Schedule an online appointment with Phillip using Calendly, alternatively I will be in touch with you once we receive the authority and we can work out a suitable time together.
  3. Meet with Phillip online (using Webex internet meeting) to input remaining details and information for the preparation of your documents.

This is a very limited offer with a special discounted rate for our clients only. Please refer to the Authority to Procced for schedule of costs. Your fee will depend on which documents you require and Phillip will confirm this at your meeting.

So if you wish to ensure you put the wheels in motion and get your Wills and POA’s in order for your family, act now and get:-

✅ Expert guidance to structure your estate properly
✅ Legally sound Will & POA tailored to your needs
✅ Peace of mind knowing your wishes will be followed

Don’t leave it to chance—take control today. Book your consultation now before the offer expires!

Secure My Will & POA Now!

Frequently asked questions