Estate Planning

Planning ahead ensures that your estate is dealt with in accordance with your wishes and minimises legal complications after you pass away. We assist with preparing your estate planning documents and tailored advice for your individual circumstances.

• Wills - Draft a legally sound will that reflects wishes for how assets should be distributed after death.

• Testamentary Trusts - Strategic advice for using a testamentary trust to managing assets for beneficiaries which may provide additional tax and asset protection.

• Enduring Powers of Attorney - Appointing trusted individuals to make financial and/or personal decisions on your behalf.

• Appointment of Medical Treatment Decision Maker - Formally appointing someone to make medical decisions on your behalf when you are unable to.

• Binding Death Nominations - Prepare a legal instruction directing how your superannuation death benefit should be distributed.