Preparing or updating your Will and personal estate plan will ensure that your estate and other entities (such as family trusts) are managed smoothly and in accordance with your instructions.

We know that contemplating your mortality and making time to plan can be difficult, but your estate plan does not have to be complicated or time-consuming. Our team can help you navigate through all the issues providing an easy to understand, step by step process to get your plan in shape.

We have extensive experience and expertise in advising in all aspects of estate planning including:

  • testamentary trusts
  • taxation
  • trust structuring
  • asset protection
  • superannuation
  • probate
  • private dispute resolution

We provide proactive advice applying our depth of experience to your unique circumstances.

We work closely with you (and your advisers) to understand what you would like to achieve and provide clear options and advice.

We are mindful of the often emotional nature of dealing with estate planning and we manage the process with sensitivity and understanding to achieve the best outcome and peace of mind for your family.

Use this checklist to work out if you need to prepare or update your estate plan.

See here for what to think about when preparing or updating your estate planning.