Wills & Estates
Our Wills, Estates & Succession Planning team understands the importance of planning for the future.
Our goal is to help you achieve your financial and personal objectives and provide you with peace of mind during transitions.
We recognise that planning for the future requires expert advice and insight. Our team will work with you to provide the right arrangements for all of your assets, considering various possibilities and avoiding the potential for traumatic disputes or litigation in the future.
We focus on practical, tax-effective, flexible solutions for your any business and personal interests. Whether your assets are held personally, jointly, in a trust, company, or superannuation fund – locally or overseas – we ensure a trouble-free transition that provides for your future and future generations.
As your personal circumstances change, we provide specialist advice on reviewing and amending your will to reflect those changes.
Our empathetic approach ensures that your business and personal interests are protected, and your future plans for your estate are achieved, giving you peace of mind no matter what the future holds. Many directors and senior executives of our corporate and commercial clients have taken advantage of our expertise in this area. They know and trust our services, and we are committed to providing them with the best legal solutions.
If you need help planning for the future, please contact us to discuss how we can assist you. We look forward to working with you.
Key services
Estate and succession planning
We provide advice and assistance in developing comprehensive estate plans that reflect your wishes and ensure a smooth transition of your assets to your beneficiaries.
Wills (including testamentary trusts)
We draft legally binding wills that accurately reflect your wishes, including the establishment of testamentary trusts to help protect and manage your assets.
Powers of attorney
We can assist with the preparation of powers of attorney, allowing you to appoint someone you trust to make financial and legal decisions on your behalf in the event that you are unable to do so.
Charitable bequests and charitable trusts
We provide advice on structuring charitable bequests and establishing charitable trusts, helping you leave a legacy that supports causes close to your heart.
Family trusts
We can assist with the establishment of family trusts, which can provide significant tax advantages and asset protection benefits.
Superannuation (including self-managed superannuation funds)
We provide advice on superannuation, including the establishment and management of self-managed superannuation funds.
Administration of deceased estates
We provide advice and assistance in the administration of deceased estates, including applying for Grants of Representation.
Tax planning
We provide advice on tax planning and can assist in structuring your affairs to minimize your tax liabilities.
Guardianship issues
We can assist in developing guardianship arrangements to protect vulnerable family members.
Advance care directives
We can help you prepare advance care directives, allowing you to express your wishes regarding medical treatment in the event that you are unable to make decisions for yourself.
Dispute resolution
We can assist in resolving disputes relating to estates and trusts.
Intestacy matters
We can provide advice and assistance in matters where a person dies without a valid will.
Special disability trusts
We can assist in establishing special disability trusts to provide for the future care of loved ones with a disability.
Private ancillary funds
We can assist in the establishment of private ancillary funds, allowing you to support charitable causes while receiving tax benefits.