Wills & Estate Planning
Wills and estate planning are pivotal to financial autonomy during one’s lifetime, and to safeguard assets while ensuring the realization of financial objectives beyond it. With a well-structured estate plan, you can determine matters such as the management of your personal and financial affairs should you become incapacitated, and who should inherit your estate upon your demise. Furthermore, a comprehensive estate plan will consider the financial consequences of death, including taxation on superannuation and capital gains.
We must consider the legal aspects inherent in estate planning and financial arrangements, and we are prepared to assist with our expertise. The structuring of one’s Will, the designation of trustees and Will executor, the distribution of the estate, and the appointment of guardians for any offspring are all critical matters that require attention in the Will. Our services include the preparation of wills, estate planning and administration, as well as contentious estate matters in their entirety.
HOW CAN WE HELP YOU?
Drafting a Will
A will is a legal document that stipulates the distribution of one's estate and who your chosen beneficiaries are. The will is an important document that is used in the probate process after your death to ensure that all your assets are allocated to the rightful beneficiaries as per your wishes and instructions. Dying without a will, will cause delay and expense to your loved ones.
Powers of Attorney
We acknowledge that contemplating the future encompasses more than merely orchestrating assets—it also involves guaranteeing that personal, financial, and healthcare decisions are administered by an individual you have confidence in. Our seasoned team can assist you in formulating extensive Powers of Attorney (POAs) to ensure that your desires are upheld, even if you become incapable of acting in your own behalf.
Estate Planning & Administration
If you’ve been appointed as an executor or administrator, we can guide you through the entire process of estate management and distribution. Our services include acquisition of probate to debt resolution, and asset distribution, all carried out with the utmost efficiency and adherence to legal requirements.