Estate planning

Swinbourne Wealth & Protection is here to make estate planning a simple and efficient process.

Estate planning process

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.

1. Discuss your needs with us

Swinbourne Wealth & Protection engages with you to better understand your circumstances, needs and wishes.

1. Discuss your needs with us

2. Document recommendations and quote

Based on your requirements, Swinbourne Wealth & Protection in partnership with the team at Yodal 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.

2. Document recommendations and quote

3. Accept and payment

If you wish to proceed, your intent is confirmed through Swinbourne Wealth & Protection. Payment of the fixed fee is remitted.

3. Accept and payment

4. Data collection

Swinbourne Wealth & Protection coordinates any additional information or specific requests in Yodal, to ensure your wishes are accurately represented and honoured.

4. Data collection

5. 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.

5. Finalise with a lawyer