Estate planning

Yes, it's about getting a Will, but it's more than that. Life has become complex now because your estate is worth a lot more than it was in our parent's or grandparent's day.

You may not realize that your superannuation, life insurance, trust property and jointly owned assets do not fall under your Will, and what happens to those assets if you die or become incapacitated needs to be planned for as well.

Relationships are also not as straight forward as they once were.

So, Estate Planning is about the big picture. When we meet with you, we will plan for your testamentary wishes to be secured for all of these assets and protect them for the persons you want to benefit.

Learn more..

The scope of works for Estate Planning services include:

Bullet Drafting of Wills – simple to complex
Bullet Advising on and drafting testamentary trusts
Bullet Drafting contracts to make mutual wills
Bullet Reviewing family trust to pass control on death
Bullet Reviewing self managed super fund
Bullet Advising on potential claims by dependents
Bullet Formulating strategies for blended families
Bullet Reviewing ownership of assets
Bullet Enduring Powers of Attorney
Bullet Advance Health Directives
Bullet Business Succession Planning.

Contact us on 1300 132 567 or click here to enquire online.

 


PROTECT the inheritance you give to your children. read more...
What sets us apart? Estate law is all we do. You are assured of high quality legal service conducted cost effectively and to a deadline. Watch our video on Estate Planning.