Financial planning You want a bright future. Start planning for it today by getting straight answers, the right advice and smart strategies. Talk to us Phone us Email us Breadcrumbs Teachers Mutual Bank Financial Planning Wills service Financial Planning We’ve partnered with Bridges financial planners to provide solutions and strategies to help you achieve your financial goals. My Goals About Bridges Bridges latest tips and resources Financial planning process Maximise your super Retirement planning Find a financial planner Wills service My Goals About Bridges Bridges latest tips and resources Financial planning process Maximise your super Retirement planning Find a financial planner Wills service Wills service As a Teachers Mutual Bank member, you can make an appointment during the school holidays to prepare your Will. The cost for a single is $220 and a mutual will is $350. This service is provided by Maxwell, Meredith & Co, Hunt & Hunt Lawyers, and Slater & Gordon. Power of Attorney or Appointment of Enduring Guardian The cost for preparing a Power of Attorney* or Appointment of Enduring Guardian is $140 for a single and $210 for a mutual. Book an appointment Appointments can be made at our offices below: Location Available dates Contact details Homebush office Monday, 15 July 2019 (Hunt & Hunt Lawyers) Tuesday, 16 July 2019 (Maxwell, Meredith & Co) To make an appointment submit an enquiry. Western Sydney Regional Office Tuesday, 9 July 2019 (Maxwell, Meredith & Co) ACT Regional Office Friday, 19 July 2019 (Maxwell, Meredith & Co) Parramatta Office Wednesday, 17 July 2019 (Maxwell, Meredith & Co) Newcastle Office Friday, 12 July 2019 (Maxwell, Meredith & Co) Darlinghurst Office Thursday, 11 July 2019 (Maxwell, Meredith & Co) WA Regional Office Slater & Gordon are available by appointment. Contact our WA office on (08) 9421 8701. NSW & ACT: As part of a wills service appointment, you have the opportunity to also speak to a Bridges Financial Planner as a complimentary service. WA: pricing in WA differs from others States and it is highly recommended to call Slater & Gordon for a quote prior to making an appointment. What to expect: A Lawyer will talk through the requirements of the member in an initial telephone discussion and confirm the requirements of the member. In most cases, a draft Will is then prepared which is finalised and signed when the member attends for his or her appointment at the Wills Day in one of our offices. When a situation arises where the Lawyers cannot complete the Will requirements on the Wills Days, the Will can always be finalised at the lawyers or by post. Once your instructions have been taken and documents have been prepared by our Solicitors the fees are payable in full regardless of cancellations. We can organise signing of documents several ways if you are unable to attend on the day of your appointment. The following are the most common areas which require preliminary thought: Executor – if one or all of your major beneficiaries is not suitable to be appointed executor, then you need to consider someone else (and discuss this with them). Minor Children – who would be the testamentary guardian if you and your spouse/partner were not around? “Catastrophe” situation – if there is a realistic possibility that the major beneficiaries (e.g. your spouse and children) may die before you or with you, the lawyers will discuss with you who (if anyone) you would then wish to leave your estate to. Where people are making “mutual” Wills, the solicitor would usually suggest that they consider dividing the combined estates 50/50 between remaining relatives from both sides of the family as one option for this circumstance. Enduring Power of Attorney & appointment of enduring guardian The lawyers can discuss any need you may have for an Enduring Power of Attorney and/or the Appointment of an Enduring Guardian. The Enduring Power of Attorney “endures” if you subsequently suffer loss of mental capacity. However, the Enduring Power of Attorney cannot be used for “health” or “lifestyle’ decisions. An Appointment of Enduring Guardian is required to be made to permit someone to make these decisions should you become incapable of managing your own “person”. For an Appointment of Enduring Guardian to be effective, the person (or persons) you appoint as your Enduring Guardian should preferably be present with you when you sign an Appointment of Enduring Guardian in the presence of a solicitor. Otherwise, separate arrangements will need to be made for them to sign in the presence of a solicitor later. Any Enduring Power of Attorney signed after 16 February 2004 requires any person appointed as your attorney to also sign the Power of Attorney for it to be effective. It is therefore helpful, but not essential, for your attorney(s) to be present when you sign a Power of Attorney in the presence of a solicitor. The lawyers trust that the above information will assist you. We look forward to talking to you and meeting you at the Teachers Mutual Bank. *Important information The solicitors who provide advice to members on wills, powers of attorney and the like, while endorsed by the Bank, are in fact completely independent. While we have taken steps to ensure that the solicitors recommended from time to time are licensed, we cannot accept liability arising out of the provision of any legal services that they offer. Back to top.