Welcome to Bowerbird Wills & Estate Planning
Hello, I’m Julia Beauchamp, the Founder and Principal Lawyer at Bowerbird Wills & Estate Planning.
We provide Wills & Estate Planning services across South Australia, including Adelaide, the Adelaide Hills, Barossa Valley, Fleurieu Peninsula and Murraylands.
We make it easy for you by offering:
a free 15 minute telephone consult
home visits
flexible appointment times (including evening & Saturday morning appointments)
fixed pricing
personalised service.
If you want to make it easier for your loved ones left behind, book an appointment today.
What is in an Estate Plan? We’re glad you asked.
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A Will
A will sets out what you want to happen to your assets and possessions after you die and who you want to be executor. It can also appoint a guardian if you have children under the age of 18.
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Enduring Power of Attorney
An Enduring Power of Attorney allows you to appoint someone you trust to manage your finances, assets and legal affairs on your behalf if you become unable to do so.
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Advance Care Directive
An Advance Care Directive allows you to appoint a trusted person to be your substitute decision maker and make healthcare decisions if you are unable to. It can also record your wishes for future health care in case you lose capacity to make healthcare decisions.
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Superannuation
Superannuation does not automatically form part of your estate when you die. This makes it an important part of the estate planning conversation, as most super funds allow you to nominate a beneficiary. We make recommendations about binding death benefit nominations and prepare them if necessary.
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Letter of Wishes
A Letter of Wishes is a personal letter you write to your executors outlining your more personal wishes. We send you the Letter of Wishes template to complete after our first meeting. Please note this document is not legally binding and is complimentary.
Estate Planning Packages
Here at Bowerbird Wills & Estate Planning we are big on transparency. So we offer fixed fee prices. Both our packages include:
a will
an advance care directive
an enduring power of attorney
superannuation nominations
letter of wishes.
You don’t need to choose a package before our initial meeting. At our initial meeting I will explain both options to you and you can then decide.
Got questions? book a 15 minute phone consult or email julia@bowerbirdwills.com.au to discuss.
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This package includes:
a will
an enduring power of attorney
an advance care directive
superannuation nominations
Letter of Wishes.
Individual Package: $1200 (incl GST)
Couples Package: $1500 (incl GST)
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This package includes:
a testamentary trust will
an enduring power of attorney
an advance care directive
superannuation nominations
a Letter of Wishes.
Individual: $1800 (incl GST)
Couple: $2200 (incl GST)
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Depending on your situation, we may need to review additional documentation and your estate plan may need some extra legal advice. We call these “add-ons” and they can be included with either the Essentials Package or the Testamentary Trust Package at an additional cost listed below.
If you control a:
Family trust - add $450 (incl GST)
Company - add $450 (incl GST)
Business - add $450 (incl GST)
SMSF -add $650 (incl GST)
If you have a:
Blended family - add $650 (incl GST)
Beneficiary who requires a special disability trust or cannot be trusted to manage their inheritance - add $650 (incl GST)
If a life interest in required - add $650
We will confirm price at the end of our initial estate planning meeting.
How do I make an estate plan?
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1. Book an appointment
Book an appointment via our website or contact us via email.
We offer a free 15 minute chat if you have questions you want to discuss or you can book straight in for an Initial Estate Planning Meeting and begin.
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2. Initial Estate Planning Meeting
We meet to discuss your wishes for your Estate Plan. No need to prepare anything, we will guide you through the process. Allow 90 minutes for this meeting.
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3. We prepare your Estate Plan documentation
After our initial meeting and once we have all the information we need from you, we prepare your Estate Plan documentation.
We send you a draft to review electronically before our signing meeting.
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4. We meet to sign your Estate Plan
We come to you to finalise your Estate Plan. We’ll go through the documents to ensure they align with your wishes and answer any questions. Once you are happy with them, we sign them.
Payment is due on this date.
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5. Hooray! You now have an Estate Plan
Your Estate Plan is finalised. We return your original Estate Plan documentation to you for safe keeping and we provide you with an electronic copy as well.
Now your Estate Plan is sorted, you can get on with life.
What people are saying.
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I recently had the pleasure of working with Julia at Bowerbird Wills & Estate Planning to create my will, and I cannot recommend her services highly enough. From start to finish, Julia was an absolute joy to work with. She took the time to understand my unique circumstances and needs, explaining complex legal concepts in a way that was easy to understand. Her patience and willingness to answer all my questions, no matter how trivial, truly set her apart and gave me immense peace of mind.
— Client, January 2024
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Julia recently supported us in completing new wills, testamentary trusts and advanced care directives. Julia was extremely knowledgeable and professional throughout the process, but supported us in a friendly and caring way helping us to make informed decisions about completing these documents. The option of having Julia come to our home and working with was an added unexpected benefit. We would 100% recommend Julia and her service to anyone looking for new wills and estate planning.
— Client, March 2024
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Julia combines her expert knowledge with a warm and friendly demeanour, making the often-daunting task of will preparation an enjoyable and reassuring experience. Thanks to her, I now have a well-structured and comprehensive will. If you are looking for a professional, compassionate, and highly skilled expert to assist with your will and estate planning, look no further than Julia at Bowerbird Wills & Estate Planning.
— Client, January 2024