Pricing | Mastin Harris Family Wealth Protection

Start here

Step 1

Stress Test and free initial review

The online Stress Test, then a 30-minute phone or Zoom call about your results.

Free

What's included

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The 10-minute online Family Wealth Stress Test and your scored report
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We read your report before we speak
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A 30-minute call walking through your main gaps and why each matters
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What a Family Protection Snapshot would look at in your situation, and a written quote if you want one

General information only. We don't review documents, provide a written report or tell you what you should do. You are not engaging us until you sign an engagement letter.

Start the Stress Test

Step 2

Family Protection Snapshot

The proper review of your documents and structures.

Quoted after your free review

What's included

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Review of your Wills, powers of attorney, deeds, constitutions, trustee and director settings
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Control, succession and documentation risks on death, incapacity and relationship breakdown
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A written Snapshot Report in plain English
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Your options for each issue, their tax and legal consequences, and which need legal documents

The fee depends on the number of entities, the state of your existing documents and how complex control and family arrangements are. It is quoted in writing before work starts.

Step 3

Implementation

Only if you decide to proceed after the Snapshot.

Quoted after the Snapshot

How pricing works

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A written scope of works
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Fees quoted in advance, with no surprise add-ons
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Legal documents drafted by LY Legal, on fixed fees where possible
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Fees usually staged across drafting, signing and completion

What we don't do

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Quote implementation without first reviewing your documents
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Sell pre-packaged structures
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Recommend documents without understanding who controls what
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Implement changes without proper legal drafting
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Advise on investments, super contributions or insurance — we refer those to a licensed financial adviser

Who we work best with

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Families and business owners with a company, family trust or SMSF
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Blended families, or anyone expecting a Will to be questioned
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People who want to understand their options before deciding
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People who value getting it right over getting it cheap

What happens next

You decide at every step whether to go further.

1

Take the Stress Test

Ten minutes online. Send us your report when you finish.

2

Free 30-minute review

We call you, go through your main gaps and, if you want one, quote a Snapshot.

3

Decide

Go ahead with a Snapshot, or don't. There's no obligation.

Start the Stress Test