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.
What should you think about when preparing or updating your estate planning?
Our checklist helps you to prepare or update your estate plan.
Find out more information about our other online services.
Private Clients| 06 Dec 2023
Worried about your estate being challenged? If this is the case, there are many options to look at to help reduce, and sometimes extinguish, a challenge to your Will.
Private Clients| 28 Nov 2023
We outline the key factors courts will take into account when answering the question of what is ‘adequate’ provision for a person who is eligible to make a claim, and has not been sufficiently provided for under the Will.
Private Clients| 21 Nov 2023
If a person believes they have not received adequate provision under a Will or pursuant to the laws of intestacy, they may claim a greater share of the estate. These claims are known as family provision claims.
Private Clients| 16 Nov 2023
The trust deed for a family trust is an essential trust document. If the original trust deed is lost, misplaced or accidently destroyed, this can lead to adverse financial and tax consequences.