Estate Planning

Planning ahead helps ensure your estate is managed in line with your wishes and reduces stress and complications for your family. We prepare tailored estate planning documents and provide advice that reflects your family, financial and business circumstances.

• Wills - We draft clear, legally sound wills that set out who will administer your estate and how your assets will be distributed after your death. Your will can also address guardianship for minor children, specific gifts and instructions for sentimental items.​

• Testamentary trusts - Testamentary trusts can help manage assets for beneficiaries, provide tax flexibility and offer additional protection where there are young, vulnerable or high‑risk beneficiaries. We advise on whether a testamentary trust is appropriate for you and design trust provisions aligned with your objectives.​

• Enduring powers of attorney - Enduring powers of attorney allow you to appoint trusted people to make financial and/or personal decisions on your behalf if you become unable to do so. We explain the different roles and responsibilities; help you choose suitable attorneys and prepare documents that clearly set out their powers and any limits.​

• Appointment of medical treatment decision maker - You can formally appoint someone to make medical treatment decisions for you if you cannot decide for yourself. We prepare appointment documents and discuss how they work alongside advance care directives and your broader estate planning arrangements.​

• Binding death benefit nominations - Superannuation does not automatically form part of your estate, so it is important to consider how your superannuation death benefits will be paid. We advise on and prepare binding death benefit nominations to direct your superannuation to your estate or specific beneficiaries in a way that complements your overall estate plan.