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Eligibility

As Willow Estate Planning is designed to keep the process simple, it is not suitable for complex situations. Below are key criteria for application of a Willow estate plan. If you or your clients meet these criteria, then Willow Estate Law can help.

• Estate value is less than $5 million
• Standard clauses (no bespoke drafting required)
• No concerns relating to Family Provision Act claims
• Not a blended family
• No impediments to giving instructions or understanding the documentation

Willow Estate Planning Questionnaire - Download PDF

To get in touch, please call us or use the form below.

Phone: +61 8 6118 5642