We begin with a personal consultation to learn about your goals, family circumstances, and priorities for the future.
Our team examines any current wills, trusts, or related documents to identify gaps and risks before creating a plan that reflects your wishes.
Once you’re satisfied with the proposed strategy, we formalize the engagement and outline the steps to secure your legacy.
We draft and execute all necessary documents, wills, powers of attorney, and trusts, ensuring they meet legal requirements and your intentions.
Life changes, and so should your estate plan. We provide ongoing support to review and update your documents as needed.
Do you have a Will?
This is the one document we all need eventually, and making sure you’re prepared can mean the difference of months of stress and thousands of dollars in expense for your loved ones.
Even the simplest of Wills with the most straightforward of wishes can be what saves your loved ones from difficulties. Unfortunately, sometimes life isn’t as simple as we would like. Succession law is fraught with common pitfalls that we can help you avoid in the preparation of your Will, especially when it comes to complex assets, overseas property and blended families.
We can assist you in ensuring that you are prepared, as well as:
Contact us today, and rest assured that your Will has been prepared by experts in the field.
If you lose capacity, it is essential that you have nominated a trusted person or persons to make decisions in relation to your property and medical matters. Unfortunately, we aren’t always able to tell when we will lose capacity, and by the time it happens it’s already too late.
We are able to advise you and help prepare Powers of Attorney and related documents such as Enduring Guardianships and Medical Treatment Decision maker, for every State and Territory in Australia, so that you know that you are prepared for any eventuality.
We can help you to protect your estate from family provision claims. We assist clients with preparing and executing documents to give greater weight to your testamentary intentions. Nobody is able to stop a family provision claim from being made, though there are many steps we can help you with to assist in ensuring that your estate is safeguarded against these claims as much as possible.
We have a range of personalised methods to assist in protecting your estate to suit your needs and budget.
Would you like to know more about the process of setting up a Will? Maybe you want to learn more about the different terms?
Have a look at our informational flyers:
We have prepared a full suite of documents that you can prepare and bring for review with your lawyer.
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