Wills + Estate Planning.

What would happen if you died tomorrow?

It’s not much fun to think about your future death or incapacity, but in order to ensure that your family is cared for by those you trust the most and that your assets are dealt with in accordance with your wishes, you need an Estate Plan.

We want to sit down with you, learn about what matters to your family and help you to create an Estate Plan that is tailored to your family’s unique emotional and financial priorities.

With thoughtful planning and experienced guidance, we will help ensure your wishes are clearly documented and your loved ones are protected and cared for. You will gain peace of mind knowing you have taken the right steps to safeguard your family’s future, ease stress during difficult times and leave behind a legacy of love and security.

We are here to guide you through every step of the process and ensure that your Estate Plan reflects your goals, values and family needs. If you’re looking for an experienced estate planning lawyer to help secure your family’s future, we’re ready to assist.

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Everybody needs an Estate Plan.

Estate Plans are not just for the old or wealthy – everybody needs one.

As experienced wills and estate planning lawyers, we will tailor your Estate Plan to suit your unique personal and family circumstances. This might include setting up structures such as testamentary trusts to protect family assets, appointing trusted people to make financial or medical decisions on your behalf in the event you become incapacitated, or planning for the care of your children and dependants. By considering all aspects of your situation, we will help ensure your Estate Plan provides flexibility, security and peace of mind that your affairs will be managed exactly as you intend and your loved ones are protected and cared for.

An Estate Plan is not just for your own peace of mind either – having an Estate Plan in place when you die is going to help your loved ones in what is going to be an already challenging time by providing clarity and minimising the risk of disputes and unnecessary administration costs.

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What is included in an Estate Plan?

Your Estate Plan will comprise of a number of different documents, depending on your circumstances.

Will

Your Will sets out how your assets are distributed when you die and who your executors will be. It can also name guardians for your young children.

Enduring Power of Attorney

Your Enduring Power of Attorney allows you to appoint someone you trust to make financial and legal decisions on your behalf if you lose capacity.

Advance Care Directive

Your Advance Care Directive allows you to record your preferences for future health care, personal care and end-of-life decisions, and to appoint someone you trust to make these decisions for you if you lose capacity.

Superannuation Death Benefit Nomination

Because it is held in a trust, superannuation does not automatically form part of your estate when you die. A death benefit nomination is a formal instruction you give to your super fund, specifying who should receive your superannuation benefits when you die and whether the trustee must follow that instruction (binding) or just consider it (non-binding).

Letter of Wishes

A Letter of Wishes is a personal, non-binding letter from you to your executors and loved ones providing guidance about how you would like your estate to be handled, including personal requests.

Family Trust Succession

Like superannuation, property held in family trusts does not automatically form part of your estate when you die. If you have a family trust, we will speak to you about who you wish to control and benefit from the trust in the future. We will then make sure that those arrangements are properly documented so that control of the trust passes as smoothly as possible and in accordance with your wishes.

Family Business Succession

If you have a family company or business, we will speak with you about how you wish for ownership and control to pass in the future. Whether you intend to keep the business within the family, bring in key employees or prepare for a potential sale, we will help you plan ahead. We will ensure your intentions are clearly documented to support a smooth transition and preserve the value of the business for the next generation.

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How we charge.

Our pricing is provided upfront, fixed-fee and fully transparent, so you’ll always know exactly what you’re paying.

You’ll be able to find cheaper pricing elsewhere, but with us you can count on:

No bill shock. What we quote is what you pay – there are no hidden costs.

Quality service. We do things properly – we don’t cut corners.

Personalised attention. Your matter matters to us – you are not just a file number.

Responsiveness. We’re excellent communicators – we don’t leave you hanging.

Peace of mind. We are experienced – we’ve got your back if any issues arise.

You’re not just paying for a document – you’re investing in experienced and trusted advice that protects your interests and helps you move forward with confidence.

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