Wills, EPOAs and estate planning for North Lakes families

Guardianship, staged inheritance ages, who pays the mortgage out of what, and where your life insurance and super are directed. Those four points cover most of what goes wrong for young families.

Yes. Michael Klein works from our peninsula office at 15 Fortune Street, Scarborough QLD 4020 and sees North Lakes, Mango Hill and Murrumba Downs clients at home or after hours by arrangement.

A simple will is a fixed $495 including GST, an enduring power of attorney is $330, the will and enduring power of attorney pack is $825, and a couples pack is $1,499. Wills involving blended families, companies, trusts or a self-managed super fund are quoted separately in writing before we start.

They do different jobs. A will operates after death; an enduring power of attorney lets someone deal with your finances and, if you choose, your personal and health matters while you are alive but unable to decide for yourself. Without one, your family has to apply to QCAT, which takes months and costs far more than the document would have.

Yes. Michael Klein lives on the Redcliffe peninsula and our office is at 15 Fortune Street, Scarborough QLD 4020. He sees clients at home, in hospital and in retirement village and aged care units across North Lakes and the surrounding suburbs, at no extra charge for a local visit.

We hold originals in safe custody free of charge and give you a copy for your records. That matters more than people expect — an original that cannot be found, or one that has been stapled, pinned or torn, creates an affidavit problem for your executor at exactly the wrong moment.

In Queensland an eligible person — a spouse, child or dependant — can bring a family provision application within nine months of death. A will cannot make that impossible, but the way it is drafted, and the file note that sits behind it, makes a claim much harder to run. We ask the awkward questions at the time we take instructions.