Planning ahead is one of the simplest ways to look after yourself and the people you care about. Having an estate plan in place can reduce stress, avoid confusion, and make things much easier for your loved ones if something unexpected happens.
Take the next step — book an appointment to receive a 20% discount on estate planning documents.
With the Forico staff discount, standard appointments are $112 for a single person and $168 for a couple to prepare a Will and enduring power of attorney documents or an Enduring guardianship document.
The best way to get started is to book an appointment with the Public Trustee.
Complete the appointment request form to organise a time that suits you and start your estate planning with professional support.
Book an appointment with the Public Trustee
Or you can call 1800 068 784
This offer is available for a limited time as part of our workplace partnership.
What is an estate plan?
An estate plan helps make sure your wishes are followed if you can’t make decisions yourself or after you pass away. It usually includes:
- Will – allows you to legally appoint an executor and give instructions for what happens to your assets when you die.
- Enduring Power of Attorney – allows you to legally appoint an attorney who can make financial and legal decisions for you while you are alive.
- Enduring Guardianship – allows you to legally appoint a guardian who can make medical and personal decisions for you while you are alive.
Why plan ahead?
- You stay in control of your decisions
- It reduces stress for family and loved ones
- It helps avoid delays, disputes and extra costs
- It provides clarity at difficult times
Planning ahead is an act of care — for yourself and for others.
Helpful videos and guides
You can learn more and prepare before your appointment using these resources:
Planning Ahead Guide – explains the key documents and decisions
Personal Record Book – helps you record important information in one place
Information guides about estate planning are in the brochures section.
Short explainer videos – simple videos that walk through estate planning topics