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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