We offer comprehensive estate planning, protecting you and your loved ones. A Will is only one piece of the estate planning process. A Will does not control your superannuation, life insurance, most assets that you hold jointly or trust assets. Blended families add a further layer of complexity and it is very easy for children of the first marriage to miss out on an inheritance, or the second spouse to not be adequately protected. Without proper planning, your inheritance is at risk of going L-shaped (that is, to people who you did not intend to benefit) or getting bogged down in legal red tape, all because the proper estate planning was not put in place now
Because we focus on estate planning, we provide an efficient, cost effective service. We also offer first time estate planning clients a fixed fee consultation of $295 + GST for up to 1.5 hours of consultation time with an estate planning lawyer. In that time you will receive valuable, tailored advice. If the meeting extends beyond 1.5 hours you are only charged your lawyer's hourly rate from that point. At the end of the meeting we are usually able to provide you with a comprehensive, tailored estate planning solution (Wills including testamentary trusts, superannuation, enduring powers of attorney and other documents as necessary) along with a written fixed fee quote. If you do proceed with a new Will, the $295 + GST fee is absorbed into the Will price.
Our services include:
- Wills from simple to complex
- Testamentary Trusts in Wills
- Protective Trusts and Special Disability Trusts
- Inheritance Agreements
- Blended family solutions
- Advising on the risk of estate claims and crafting appropriate strategies
- Asset Protection
- Tax effective strategies
- Estate planning for superannuation
- Reviewing family trusts to pass control on death
- Documents for incapacity (such as Enduring Power of Attorney, Health Directives, etc.)
When a loved one dies you have to cope with the loss as well as make so many arrangements. At Estate First we understand what a difficult time this is and our aim is to lighten your load. We will deal with the paperwork, administer the Will and make sure properties and other assets are transferred, all with a minimum of fuss. Along the way we'll take the time to give you the advice you need and explain the process. And we'll do it as quickly as possible, so you can move forward.
Our services include:
- Grants of Probate
- Organising collection of assets
- Transfer of property
- Transfer of shares, bank accounts and other assets
- Paying bills
- Tax advice to provide the most effective outcomes
- Advice to executors to ensure legal compliance
- Advice regarding an estate claim
- Distribution of the Estate
- Assistance and advice on all matters big or small.
1300 132 567
Level 10, Toowong Tower
9 Sherwood Road, Toowong
PO Box 2178
Brisbane CBD Office
Level 20, HSBC Building
300 Queen Street, Brisbane
Sydney CBD Office
44 Market Street, Sydney
New South Wales, Australia
Melbourne CBD Office
140 William Street, Melbourne
A Division of Corporate First Pty Ltd ABN 61 613 157 074
Individual liability limited by a scheme approved under professional standards legislation.
This information provided on this website is general in nature and should not be acted upon without first obtaining legal advice on your particular situation.
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