Wills, Estates and Succession Planning

Common Reasons to Seek Wills, Estates & Succession Advice

Clients typically seek our advice when planning for the future, supporting family members or dealing with a deceased estate. We assist individuals, families, executors and business owners across a broad range of estate planning and estate administration matters.

We commonly assist where:

• A will needs to be prepared or updated

• Powers of attorney or medical decision making appointments need to be put in place

• There are complex family, business or trust structures to consider in an estate plan

• An executor needs guidance on administering an estate

• Probate or letters of administration are required

• Assistance is needed with collecting, managing or distributing estate assets

• Superannuation or life insurance forms part of the estate

• A dispute has arisen in relation to a will, estate or trust

• Succession planning is required for family wealth or a business

• Advice is needed on incapacity, elder law issues or long term care arrangements

Planning for the Future

Planning ahead helps ensure your wishes are followed and reduces stress for your family. We assist with wills, powers of attorney and broader succession planning so your assets are protected and passed on in a practical and tax aware way.

Wills & Powers of Attorney

A well prepared will sets out who will manage your estate and how your assets will be distributed. We draft and update wills ranging from simple arrangements to more complex family and business structures.

We also prepare enduring powers of attorney and appointments of medical treatment decision makers, so trusted people can step in if you are unable to manage your own affairs.

Estate Administration & Probate

Some clients choose to appoint us or another professional as executor or administrator to ensure their estate is managed independently and efficiently.

Administering an estate can be complex and time consuming for executors and families. We guide you through each step, including obtaining probate or letters of administration, identifying and dealing with assets, managing superannuation and life insurance, and resolving any issues that arise.

Our aim is to make the process as straightforward and efficient as possible while ensuring all legal requirements are met.

If disputes arise in relation to a will, estate or trust, we advise executors, beneficiaries and family members on their rights and options.

Succession Planning for Families & Businesses

Succession planning looks beyond your will and considers family circumstances, business interests, trusts and superannuation.

We work with you and your advisers to structure your affairs so that control and assets pass in line with your wishes and with a reduced risk of disputes. This may include reviewing company and trust structures, shareholder or unitholder arrangements and binding death benefit nominations.

We also advise on VCAT administration and guardianship, elder law issues and decisions about long term care and living arrangements.

A Practical & Supportive Approach

Clients value our clear communication, responsiveness and practical approach during what is often an emotional time.

The testimonials below reflect the trust families place in our team and the long term relationships we build across generations.