We provide excellent customised estate planning structures for individuals, couples and families. It may be a simple Will a more complex testamentary trust or include Powers of Attorney, an Advanced Care Directive and an Appointment of a Medical Treatment Decision Maker, i.e. documents that prescribe how you will be cared for if you are unable to make your own decisions.
Our wills & estates team can assist administrators and executors of estates in obtaining grants of representation, probate, or letters of administration. We can also advise on will disputes relating to the estate. If you have been appointed as an executor we can assist you in understanding what your rights and responsibilities are in carrying out your duties.
A grant of probate or letters of Administration must be obtained in order to claim a Refundable Accommodation Deposit (RAD) from an aged care facility. Contact us for a 'deceased estate checklist' to get the process underway.
If you believe that you should have been included in a will but haven't or if insufficient provision has been made for you; you are an executor or beneficiary and are disputing the terms of the will; or you are an executor faced with a challenge by a beneficiary contact us for expert advice.
Like superannuation, death benefits payable under a life insurance policy do not form part of a deceased's estate. We can advise you how to make and update a binding death benefit nomination.
We provide legal advice on business succession planning in your retirement and in planning your estate.
Our wills, estates and probate lawyers are conveniently located at both our Melbourne CBD and our Mount Waverley law offices, a South Eastern suburb of Melbourne.
Visit our law firm for more.