About us

PaxAnimi delivers a complete, effective estate planning advice service, provided and supported by specialist estate planning lawyers.

PaxAnimi uses its innovative and unique Screening Tool to deliver a structured approach to effective estate planning. The Screening Tool guides will makers through PaxAnimi's 5 stages, 7 rules and 7 risks of effective estate planning - making the complex, simple!

It’s all in our name!

Pax Animi – Latin – “peace of mind

Definition – noun, phrase: a feeling of being safe or protected.

PaxAnimi delivers Peace of Mind in knowing that you have provided for your family in life and in legacy.

Our experienced team

With 30 years of experience in helping people to do effective estate planning, PaxAnimi’s legal team has found that most people need very similar things from their estate planning. As a result, PaxAnimi has developed its innovative and unique Screening Tool.

The Screening Tool leads will makers through the estate planning process. Lawyers no longer need to create bespoke outcomes for each new client.

Completed online, PaxAnimi’s innovative Screening Tool goes far beyond a kit will or standard online will. PaxAnimi’s standard estate planning service uses optional testamentary trusts that deliver tax effective outcomes, and flexible opportunities to protect against the risks of passing wealth on death.

COMPLETED ONLINE

Our Service

PaxAnimi can be used by:

Any will maker wanting to complete their estate planning.

Accountants and financial advisers that want to offer estate planning to their clients.

Lawyers wanting to use technology to bring efficiency to their estate planning process. Using PaxAnimi’s Screening Tool, clients screen themselves into an agreed, standard outcome, eliminiating the need for creating new outcomes when most clients want what other clients want.

Organisations can offer estate planning to their team as an employee benefit, delivering a practical solution to an important task that is usually left in the ‘too-hard-basket’, or is neglected altogether. Give your employees a long-range gift that will benefit them and their families for years to come.

Learn more about our service, click below.

FOR MEFOR ACCOUNTANTS/ADVISERSFOR LAWYERS

Key benefits of PaxAnimi

Effective online service

PaxAnimi is an effective, online estate planning service that provides the same outcome as if you were dealing face-to-face with an experienced estate planning lawyer

Tax & risk protection benefits

Delivers maximum taxation and risk protection benefits to your client, their family and beneficiaries

Fixed-fee service

PaxAnimi’s fixed-fee service costs the end-user less than half of many traditional estate planning services, providing superior value for a comparable service

PaxAnimi's Online Estate Planning Service - How we compare

 TRADITIONAL ESTATE PLANNINGPAXANIMI
STANDARD
ESTATE PLANNING SERVICE
PAXANIMI
SIMPLE
ESTATE PLANNING SERVICE
How long does it take to finalise my plan?Typically 14 days to 3+ monthsCan be in as little as 1 hour other than for signing your documentsCan be in as little as 1 hour other than for signing your documents
How much does it cost?Anything from $4,000 to $10,000 or more + GSTPaxAnimi charges from $1,359 + GST (plus an estimated $220 document signing fee)PaxAnimi charges from $450 + GST (plus an estimated $110 document signing fee)
Is the process simple?Not alwaysYes - the complex made simpleYes - the complex made simple
Is a detailed and lengthy Q&A required to complete the process?Normally, yesNot more than 16 questions, some of which include your name and address, the name of your childrenNot more than 8 questions, some of which include your name and address, the name of your children
Is information required from my accountant to complete the process?Normally, yesNot if you fit the profile in the Screening Tool, but it is always best to consult your accountant.Not if you fit the profile in the Screening Tool, but it is always best to consult your accountant.
Is lawyer participation required to complete the documents?YesNo, other than for signing the documents, the solution is lawyerless if you fit the profile in the Screening Tool. It is always best to consult your lawyer.No, other than for signing the documents, the solution is lawyerless if you fit the profile in the Screening Tool. It is always best to consult your lawyer.
How many times do I need to meet with my lawyer before I can sign my documents?Often, from 2 to 300
How long does it take to get to the signing of the documents?Normally, anything from 14 days to 3+ monthsCan be as little as 1 hourCan be as little as 1 hour
Is my accountant required to participate in the process?Often, yesNot if you fit the profile in the Screening Tool. It is always best to consult your accountantNot if you fit the profile in the Screening Tool. It is always best to consult your accountant
Is my financial adviser required to participate in the process?Often, yesNot if you fit the profile in the Screening Tool. It is always best to consult your financial adviserNot if you fit the profile in the Screening Tool. It is always best to consult your financial adviser
Are my legal documents and plans easy to read?Not alwaysYes, they are always in plain EnglishYes, they are always in plain English
What documents are included in the service?Will, power of attorney and guardianship appointmentComprehensive will with optional testamentary trusts (that allow for a choice of a flexible and two capital protected trusts), power of attorney, power of attorney and guardianship appointment & an estate planning report about what you have done & why and a complete housekeeping report to tell you how to maximise the outcome from your estate planningWill, power of attorney and guardianship appointment
Is the service just a set of documents?Sometimes, yesNo, PaxAnimi offers a holistic process dealing with the 5 stages, 7 rules and 7 risks to estate planningNo, PaxAnimi offers a holistic process dealing with the 5 stages, 7 rules and 7 risks to estate planning
Does the will solution have an option for a contract by which spouses agree not to change their will after the earlier death of 1 of them without the consent of the children?Not alwaysYesNo
So that assets can be protected for the children, does the will solution have an option for a contract by which spouses agree to have a pre-nuptial agreement if 1 of them dies and the survivor has a new relationship?Not alwaysYesNo
So that assets can be protected against the relationship breakdown, does the will solution give the option for capital protected trusts to help protect against Family Court claims and challenges to the will of a beneficiary?Not alwaysYesNo
Does the will solution give the option for flexible testamentary trust outcomes to protect against the bankruptcy of a beneficiary?Not alwaysYesNo
Does the will solution give the option for tax effective testamentary trust outcomes?Not alwaysYesNo
Does the will solution allow for a delay in the passing of control of a gift if a beneficiary is suffering from a problem with drugs, alcohol, gambling or mental illness?Not alwaysYesNo
Does the will solution allow for a legacy for equality between benficiaries to even things up if before you die you have given more to one child than another?Not alwaysYesNo
Does the will solution allow for passing control of company and trust wealth, particularly so the majority cannot do the wrong thing by the minority?Not alwaysYesNo
Does the will solution allow for the staggering of the time at which control passes to your children and other beneficiaries so they do not get too much too soon?Not alwaysYesNo
Does the will solution have a mechanism to help cope with unwanted taxation outcomes where there are non-resident beneficiaries?Not alwaysYesNo
Does the will solution allow for the tax effective streaming of income?Not alwaysYesNo
Does the will solution specifically permit your surviving spouse to claim all of your superannuation benefits and avoid any claim about a conflict of interest if they are also your executor?Not alwaysYesNo
Does the will solution allow for an executor who is your lawyer or accountant to charge for their services in acting as your executor?Not alwaysYesNo
Does the will solution protect your executor if your executor inadvertently overlooks the obligation to comply with their prudential investment management obligations under the Trustee Act?Not alwaysYesYes
Does the will solution give the flexibility for the executor and beneficiaries to effectively redistribute assets fairly if that is going to give a better outcome than what is provided for under the will?Not alwaysYesNo
Is the solution offered a long range solution?Not alwaysYesYes
If I am married and do not yet have children, will the will solution provide for my having children?Not alwaysYesYes
If I am married and have children, will the will solution provide for my having more children without needing to change my will?Not alwaysYesYes

PaxAnimi provides an effective estate planning service that does not compromise on quality just because it is delivered online.