Estate planning, at your kitchen table.

Anywhere within the Adelaide metropolitan area - from Henley Beach and Glenelg in the west to the Hills and Brighton in the south, and across the Inner and Eastern suburbs. Hills visits are by appointment and may require additional travel time.

No additional charge within the Adelaide metropolitan area. Home visits are part of our standard service - we know many clients find it genuinely difficult to travel, and we'd rather come to you than have you postpone estate planning because of logistics.

Typically two visits - one for the initial consultation (usually 60-90 minutes) and a second to sign. Between visits, Sam drafts the documents and sends them to you for review. Everything is explained in plain English, at your pace.

Sam is an authorised witness for SA Enduring Powers of Attorney and Advance Care Directives - those can be signed and witnessed on the spot during a home visit. Wills require two witnesses. Sam acts as one witness; the second witness is usually a neighbour, friend, or colleague who isn't a beneficiary of the Will or married to a beneficiary. In some circumstances we may be able to provide a second witness, but it's safer to plan for someone local who can attend the signing with us.

Witnesses to a Will can't be beneficiaries (or married to beneficiaries) - if they are, the gift to that beneficiary is void. Most family members either are beneficiaries or have close connections to them. That's why a neighbour, friend, or colleague outside the family usually makes the best second witness for a home-signed Will.

Yes - always. When Sam attends a home visit, the Will maker is seen alone for part of the appointment, even if other family members are present. This protects the Will against later challenges (particularly on capacity or undue influence grounds) and lets the Will maker speak freely about their wishes. Family members are welcome to join for other parts of the conversation.

Ideally: existing Wills or EPAs if you have them, a basic list of assets (property, bank accounts, superannuation, insurance), names and details of the people you want to include in your plan, and a pen. We bring everything else. If we're signing the Will on the visit, please also arrange for an independent neighbour or friend who isn't a beneficiary to be available for a few minutes as the second witness.

Absolutely. We often work with adult children managing estate planning for elderly parents. We arrange the visit so the parent is comfortable and the adult child can help with note-taking for the general portions of the discussion. The Will maker always has private time with Sam for the specific instructions. Capacity assessments are handled carefully and respectfully.