Project Description

Wills and estate planning is a complex maze of legal ownership, transfer of assets, family dynamics and relationships. Estate planning is an umbrella-like term that is used for describing the process of planning for what happens if someone passes away or loses capacity. As with anything deeply personal, what that plan might look like or include will different for every person.

Preparing your estate plan is an investment in you and your family’s future and should be tailored to you and your personal circumstances; meeting your objectives and helping look after your family.

We specialise in estate planning and offer full suite of wills and estate planning services, including simple or complex estate planning that may involve:

  • establishing testamentary discretionary trusts

  • succession of family trusts, companies and businesses

  • identifying and implementing strategies for business succession planning

  • superannuation, including retail, industry and Self-Managed Superannuation Funds (SMSFs)

  • special disability trusts and other protective trusts for vulnerable beneficiaries

  • asset protection and inter-generational wealth transfer

  • specific gifts of treasured possessions, family heirlooms and other sentimental items

  • tailored General and Enduring Powers of Attorney (EPAs)

  • advising on Advance Health Directives, end-of-life care and a range of other elder law services

  • identifying risks of dispute or estate litigation and advising on avoidance strategies

  • advising on and drafting Memorandum of Wishes to give guidance to loved ones after you’re gone

It is now more common for everyday Australians to regularly use companies and trusts to manage their personal and business affairs, so it is imperative that their estate planning is fully integrated and tailored for their specific circumstances.

Our estate planning lawyers are experts in their craft and are skilled at asking the right questions and, importantly, making you feel at ease and in control as you plan for the future.