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Services

Where to begin with Estate Planning?

Will It To Be assists you to navigate the journey of planning for life’s unexpected hurdles by offering practical and compassionate guidance to complete a Plan that will enable you and your family to be prepared at any point in time, whether due to serious illness, injury or death.

You may be aware of some areas, but others may be a surprise.

Will It To Be enables you to make choices about your care and assets as well as taking this burden from the shoulders of your family.

If you don’t see a service that you are looking for, please reach out to Cheryl at Will It To Be for more information and guidance.

Here is a rundown of points and subjects that Will It To Be provides:

  • Wills and Estate Planning
  • Power of Attorneys & Trusts
  • Executors & Probate
  • Superannuation
  • Digital Property including social media
  • Advance Care Plans and Directives
  • My Gov, My Aged Care
  • My Heath Record, Medicare
  • NDIS (National Disability Insurance Scheme)
  • Organ Donation
  • Life Insurance, Funeral Insurance and Bonds
  • Carers & Palliative Care
  • Funeral Planning
  • Burials & Cremation

There are differences in legislation and information between Australian States and Territories, therefore, Will It To Be is currently servicing Victoria and NSW and will be adding other States and Territories in due course.

 

Our Services

House Audit
FREE
We determine where you are situated with your planning and identify any gaps you need to address with a Free 15 minute Discovery Call.

Getting your house in order
$495 incl GST

We understand that Estate Planning can be overwhelming at the best of times and we welcome the opportunity to help you create an extensive plan to ensure that you maintain control and at the same time provide guidance for your loved ones should you become unable to communicate for yourself in the event of serious illness, injury or death.

We will bring you peace of mind knowing that your house is in order and empower your vision of how you want to live and die.   

Want to find out more? (link to open email) or book a Free 15 minute Discovery Call. 

Understanding Death & Celebrating Life
$275 incl GST

Supporting you to meet with your family and friends to discuss and clarify your Estate and Life wishes.

 

Want to find out more? Email or book a Free 15 minute Discovery Call

 

Death Over Dinner
Read More
Register Interest

Death Cafe
Read More
Register Interest

 

 


Important information:
The information provided on this website is of a general nature and for information purposes only. It does not take into account your objectives, financial situation or needs. It is not financial product advice and must not be relied upon as such. Before making any financial decision you should determine whether the information is appropriate in terms of your particular circumstances and seek advice from an independent licensed financial services professional.


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