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
- trust structuring
- asset protection
- 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.
Find out how we can help you prepare your estate planning.
You can also 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.
See here to find out more information about our other online services.
Private Clients| 14 Oct 2021
In part 3 of this series, we consider why your client may appoint a professional as their executor, the executor’s entitlement to remuneration and considerations when appointing professional executors.
Private Clients| 07 Sep 2021
In the second instalment of our probate series, we consider potential issues for executors once they embark on the estate administration process.
Private Clients| 18 Aug 2021
Dealing with the estate administration process can be a difficult time, especially after the recent loss of a loved one. In the first article of our series on probate, we outline the duties of an executor.
Private Clients| 09 Jun 2021
The Victorian Government has recently made many of the temporary processes and procedures implemented in response to COVID-19 permanent, with the commencement of the Justice Legislation Amendment (System Enhancements and Other Matters) Act 2021 (Vic).