About us

PaxAnimi's comprehensive online Estate Planning Service has been developed for accountants, financial advisers, lawyers and other organisations that want to offer effective estate planning to their clients and members.

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 created its innovative Screening Tool to avoid legal professionals needing to reinvent the wheel with each new client.

Completed online, PaxAnimi’s innovative Estate Planning Service will save your client’s time and money, whilst giving them the peace of mind of an effective etstate planning outcome not normally available from a “kit will” or a standard online will.

COMPLETED ONLINE

Our Service

PaxAnimi’s Estate Planning Service is a simple, yet comprehensive, online estate planning service that you or your clients can complete anywhere, anytime – removing the need for face-to-face meetings with estate planning lawyers, decreasing time and costs.

Learn more about our service, click below.

FOR 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 hourCan be in as little as 1 hour
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 ToolNot if you fit the profile in the Screening Tool
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 ToolNo, other than for signing the documents, the solution is lawyerless if you fit the profile in the Screening Tool
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 2 hoursCan be done via FaceTime in as little as 2 hours
Is my accountant required to participate in the process?Often, yesNo, if you fit the profile in the Screening ToolNo, if you fit the profile in the Screening Tool
Is my financial adviser required to participate in the process?Often, yesNo, if you fit the profile in the Screening ToolNo, if you fit the profile in the Screening Tool
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 & 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 planning
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.