Notice of Wills and estate planning fee changes September 2023
Important announcement of changes to fees for Wills and Estate Planning services dated 16 August 2023.
NSW Trustee and Guardian will commence charging new fees for its Wills and Estate Planning services on 1 September 2023. It is important we charge the right fees so we can provide high quality services.
New fees will be charged to customers who:
- contact us to book an appointment on or after 1 September 2023
- have an appointment that occurs on or after 1 September 2023
We continue to provide our Wills and Estate Planning service at no charge to customers on a full Centrelink Age Pension or receives Department of Veterans’ Affairs Pension or Disability Support Pension who would otherwise be eligible for a full Centrelink Age Pension.
Definitions
- Estate Planning
Preparing to protect and transfer assets after you pass away in the most financially efficient and tax effective way.