Having a valid Will or Succession plan is the best way to safeguard your intentions for the distribution of your assets and personal effects after your death or upon your retirement.
Planning for the distribution of your estate, the continuity of your business assets once you retire, or for the loss of your mental capacity can be a stressful and often confronting time. We will help alleviate that stress by guiding you through the process and providing you with practical and pragmatic advice to ensure that your estate or business assets are protected, well-structured and organised in a tax effective manner when the time comes.
Our Wills, Estate and Business Succession Planning team will work with you to draft a Will, Succession Plan, Advance Care Directive or Power of Attorney, finalise an estate dispute, or administer the estate of a loved one. We are here to help you.
What We Offer
- Advanced Care Directive
- Aged Care Advice
- Business Structuring for the Future
- Disability Care Advice
- Estate Administration
- Family Inheritance Claims
- Powers of Attorney
- Probate Applications
- Succession Planning
We offer fixed fees and Will packages for both individuals and couples. We can fix fees for Wills, Enduring Powers of Attorney and Advanced Care Directives.
Call us now and book in a free first interview!
What is a ‘Last Will & Testament’?
A ‘Last Will & Testament’ (often simply referred to as a ‘Will’) is a written record of how you would like your assets shared or distributed after your death. A Will is different to a Power of Attorney (‘POA’). A POA allows a person or company to manage your assets while you are alive. A Will is needed to deal with your assets after your death.
What is a ‘Power of Attorney’?
A Power of Attorney is a legal document that gives a trusted person, the legal authority to act for you and to make legally binding decisions on your behalf. If you do not have a Power of Attorney then you should contact us and find out more.
I don’t own very much, do I really need to have a Will?
Yes! Having a Will ensures that your assets (no matter the size) will be distributed in accordance with your wishes. Disputes between would be beneficiaries quickly reduce an estate and it is possible that very little of an estate will be left to all of the beneficiaries if this occurs.
Our Wills, Estate and Business Succession Planning team
If you need more information or have any queries please feel free to contact us with the details below or fill out our enquiry form.