Secure Your Family's Future
With expert Estate Planning services
Comprehensive estate planning tailored to your unique needs - wills, trusts, and more.
Protect Your Family & Assets
Over 50% of Australians don’t have a valid Will. Are you one of them?
Without a proper Will in place, your assets might not go to the people you care about most—and your loved ones could face unnecessary stress, costs, and delays during an already difficult time.
Without a Will and Power of Attorney (POA):
- Your estate could be caught in lengthy legal processes
- Your family may incur avoidable taxes and delays
- Important medical and financial decisions may be made without your input
The good news? We’re here to make it simple.
In partnership with our trusted solicitors, LY Legal, Concepts & Results gives you exclusive access to their secure online Will platform: LightYear Docs. This means you can now complete your Will and POA with expert support—right from our office.
We offer a special discounted rate exclusively for our clients. Your fee will depend on the documents you need, and Phillip will confirm everything during your appointment.
Take the first step today and get:
- Expert guidance to structure your estate the right way
- A legally compliant Will and POA tailored to your needs.
- Complete peace of mind for you and your family
Don’t wait until it’s too late—secure your legacy today.
Book your consultation now before this exclusive offer ends.
Save up to $610.00 from retail price!
C&R SPECIAL OFFER
📌 Prices may vary depending on complexity of Will-
Will
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Enduring Power of Attorney
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Medical Treatment Decision Maker (Medical)
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2 Free Amendments within 12 months.
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$880.00 inc Testamentary Trust
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$330.00 inc SMSF Will
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$850.00 per couple LY Legal Sign Off for will with detailed Testamentary Trust
What people say
Ready To Start Your Estate Planning?
Whether you’re creating your first will or reviewing your existing documents, this checklist will help you prepare for a secure, well-structured estate plan.
How Much Do You Really Know About Wills & Estate Planning?
Estate planning isn’t just for the wealthy or elderly — it’s for anyone who wants clarity, control, and peace of mind.
🎯 Take our quick 10-question quiz to see where you stand.
8 – 10: Estate Planning Pro
Impressive! You know your stuff. But estate planning isn’t one-and-done — is your current plan up to date?
4 – 7: Room to Grow
You’ve got a decent grasp, but there may be gaps that could cause issues later. Let’s make sure your plan is watertight.
0 – 3: Just Getting Started
You’ve taken the first step — and that’s the most important one. There’s a lot to learn, but we’re here to help.
Need some more details?
Insights & Expertise: Explore Our Latest Resources
We believe that informed clients make the best financial decisions. That’s why we’ve curated a collection of free resources to help you understand Estate Planning further.
Love, Loss & Legal Shifts
For Thier Future Estate Planning
Your Financial Journey Expert Advice
Frequently asked questions
What is the difference between Power of Attorney and Enduring Power of Attorney?
Difference between Power of Attorney and Enduring Power of Attorney The main difference between a Power of Attorney and an Enduring Power of Attorney is that an enduring power still has effect even after you loose mental capacity. A Power of Attorney is a document you can sign appointing another
Should you have an enduring power of attorney?
What is an enduring power of attorney? An enduring power of attorney is a legal document that lets you appoint someone to make decisions about personal matters (such as where you live) or financial matters (such as paying bills) or both. This person is called an attorney. The power endures
You have been appointed as an executor in a will, now what?
What does an executor do? When someone writes their will, they have to choose an executor. The executor is then responsible for making sure the person’s final wishes are carried out after they die. The executor’s role begins as soon as the person has passed away. What are your responsibilities
What happens if you die without a Will?
The state decides If someone dies without a will, they die intestate. Being intestate means that the laws of the state or territory they live in will decide how their estate is administered. An estate is made up of a person’s assets and liabilities. A person’s assets are their property and