Pricing

Start with clarity — not assumptions.

Family wealth protection is not a commodity service. Every family has different structures, control points, risks and history. For that reason, we do not quote or implement solutions before first understanding how your wealth is actually controlled today — and what happens if life changes.

That process always starts with a Family Protection Snapshot.

Start Here
Step 1

Family Protection Snapshot

A paid, diagnostic working session designed to identify control gaps, documentation risks and priority issues.

$660
incl. GST

The Snapshot fee is confirmed upfront and payable on booking. This is not a sales meeting. It is a structured review that gives you clarity before any decisions are made.

What's included

  • ✓
    A 60‑minute Snapshot session (via Zoom or in person)
  • ✓
    Review of existing structures, deeds, trustee/director settings and control mechanics
  • ✓
    Identification of control, succession and documentation risks
  • ✓
    A written Snapshot Report in plain English
  • ✓
    A prioritised action roadmap showing what matters most, what can wait, and which items require legal execution

Why the Snapshot matters

Most problems in estate planning and asset protection arise because control, authority and documentation were never reviewed together. The Snapshot surfaces these issues before they create disputes. Many clients discover documents are missing, outdated or inconsistent — exactly what this process is designed to uncover.

Book your Snapshot
Step 2

Implementation

Scoped after the Snapshot.

Quoted after Snapshot

Implementation work is only quoted after the Snapshot, once the complexity, risks and documentation gaps are properly understood.

How pricing works

  • ✓
    You receive a written scope of works after the Snapshot
  • ✓
    Fees are quoted in advance, with no surprise add‑ons
  • ✓
    Legal documents are drafted by LY Legal on fixed fees where possible
  • ✓
    Implementation fees are typically staged across milestones (drafting, execution, completion)

Fees depend on factors such as: number of entities, quality of existing deeds, control complexity, family dynamics and coordination requirements.

Guide Pricing

  • •
    Straightforward updates: lower‑complexity matters with limited entities
  • •
    Comprehensive restructures: multiple entities, succession controls and coordination
  • •
    Strategic / family‑office: multi‑entity, multi‑generation or high‑risk structures

Final pricing is always confirmed in writing before any work proceeds.

What we don’t do

To protect clients and avoid poor outcomes, we do not:

  • ✕
    Quote implementation fees without a Snapshot
  • ✕
    Sell pre‑packaged structures
  • ✕
    Recommend documents without understanding control and authority
  • ✕
    Implement changes without proper legal drafting

This discipline is deliberate — and it protects you.

Who this is not for

Our work is deliberately structured and diagnostic-first. It is not suitable for everyone.

This process is not a good fit if you are looking for:

  • •
    Free initial consultations or informal opinions
  • •
    A quick document without reviewing existing structures
  • •
    Off-the-shelf or template wills, trusts or SMSF solutions
  • •
    The cheapest option rather than the most robust one

We work best with families who:

  • ✓
    Value clarity over speed
  • ✓
    Understand that control matters as much as ownership
  • ✓
    Are willing to diagnose issues properly before fixing them

What happens next

If you’re ready to get clarity, you remain in control at every step.

1

Book Snapshot

Book your Family Protection Snapshot session.

2

Receive Report

Receive your written Snapshot Report with key findings.

3

Decide

Decide — with full information — whether to proceed with implementation.

Book your Snapshot →