THE GOOD WILL COMPANY
OUR PROCESS
______________________
At the Good Will Company, our goal is to make your Estate Planning experience as straightforward and stress-free as possible.
Your Estate Plan is a culmination of information gathering and strategy and our process is built to enable our staff to work with you to ensure all necessary information is available to our Estate Planners and Legal Counsel to enable them to strategize and build your customized Estate Plan.
Building an effective Estate Plan is most definitely a team effort and we have endeavoured to put in place a simple yet effective process to ensure that this journey is seamless, efficient and focused on developing your Estate Planning Strategy and all associated documentation to your ultimate satisfaction.
ESTATE PLANNING
______________________
SUCCESSION PLANNING
______________________
TESTAMENTARY TRUSTS
______________________
TAXATION STRATEGY
______________________
THE GOOD WILL COMPANY
STEP BY STEP
______________________
INITIAL INSTRUCTIONS RECEIVED
The Good Will Company receives instructions to act on your Estate Planning. Details gathered from your Financial Planner/Accountant with respect to your current financial position and asset ownership.
ESTATE PLANNING INTERVIEW
An appointment is organised for you to sit an Estate Planning Interview. Our Estate Planning Interviewer will walk you through our Estate Planning Questionnaire gathering all information required for us to complete an comprehensive Estate Plan including all current details and your desires for your Estate.
PREPARATION OF ESTATE PLAN
The Estate Planning Questionnaire and all current financial details are provided to our Estate Plan Writer who puts together your comprehensive Estate Plan. Once completed, this Estate Plan is forward to you for your review as well as to your Financial Planner for their review and ultimately confirmation that the Estate Plan adequately reflects your instructions and authorising us to proceed to the preparation of your Ancillary documents.
PREPARATION OF ANCILLARY DOCUMENTS
Upon receipt of your confirmation that your Estate Plan adequately sets out your instructions for your Estate, our Estate Plan Writer commences preparation of your Ancillary documents namely your Will, your Enduring Power of Attorney and Enduring Guardianship documents.
REVIEW BY LEGAL COUNSEL
Once completed, your Ancillary documents are forwarded to our Legal Counsel for review and finalisation. If required, our Legal Counsel may contact you to clarify your instructions ensuring that your Ancillary documents accurately reflect your instructions set out in your Estate Plan as well as being legally binding. He may also discuss additional legal implications or strategies that he feels may be appropriate with respect to your documentation.
EXECUTION OF ANCILLARY DOCUMENTS
Once your Ancillary documents are finalised by our Legal Counsel, you will be contacted by a representative of The Good Will Company to organise an appointment in our North Sydney Office to meet with our Legal Counsel. During this appointment, our Legal Counsel will go over the documents and answer any legal queries you may have. Once satisfied he will then go through the documents and witness your execution of these documents.
SECURE STORAGE
Once you have executed your original Ancillary documentation, these documents will be scanned into our online secure storage system called LawConnect. You will receive an email to open a free account with LawConnect enabling you to access copies of these executed documents if required. Your original documents will be entered into our Secure Storage System and placed in fireproof cabinet for secure storage. Should these documents be required by your Executors, Attorneys or Guardians at any time they will simply need to contact us to gain access.
REVIEW
Your Estate Plan is a document that should be reviewed and updated according to changes in your financial circumstances, change of Executors or Trustees, change in marital status, the birth of additional children etc. To this end, the Good Will Company has a Standard Review Process that we carry out every 3 years. This Review will be automatically scheduled at the conclusion of your Estate Planning matter and you will be contacted as that review date approaches and encouraged to review your Estate Plan ensuring that it still accurately reflects your situation at that time.
CLIENT PORTAL
Secure Access
To facilitate a transparent communication between you and our advisers, we've set up a LawConnect account for you. Use it as storage to organize your estate planning files or an avenue to discuss real time comments on documents with your adviser. To log in, click the button below.
ASK A QUESTION
General Discussion
Do you have a Will? Worried yours may be out of date? Unsure if your Will or Trust reflects your intentions? All valid concerns, so give our advisers a call and let the Good Will Company assist you with your Estate Planning enquiries and take the first step to securing you and your family's future.
BOOK A MEETING
Your Journey Begins
Book a meeting with our estate planning experts and, using our holistic and streamlined approach, we will ensure you are asking the right questions and ultimately coming up with the correct answers. Allow the Good Will Company to empower you to secure your family’s future.
REFER A FRIEND
Spread the Word
If you believe that our estate planning service could be beneficial to a friend or family member, please don't hesitate to refer them to our friendly staff here at The Good Will Company. We would be happy to work with them to give them peace of mind with respect to their Estate Planning.