Estate planning process

For Chat Legal Pty Ltd trading as Pacific Law (Succession Planning VIC, SA & WA) ABN 64 621 391 553

Step 1

Watch this tutorial video explaining our estate planning process and prices.

Step 2

Complete and return our estate planning booklet. We will contact you if we wish to clarify your intentions.

Step 3

Receive your draft estate planning documents. If you require a testamentary trust or trust or company structures, then we will prepare a tailored video explaining the draft documents based on your instructions and information provided.

Step 4

Attend an online meeting or teleconference to discuss your draft estate planning documents, answer any queries and make any changes.

Step 5

Receive your estate planning documents in final with a link to a recording of our online meeting (please note we do not record teleconferences).