Wills and Estate Planning2022-08-02T14:26:46+10:00

Wills and Estate Planning

Protecting your family’s future

Our Wills and Estates team will provide you with practical advice and assistance on your personal affairs, including estate planning and liaison with your financial advisors. We deliver prompt and economical help in administration and finalisation of deceased estates, and make it as easy and speedy as possible for executors following the passing of a Will maker. We advise and guide on appropriate Wills and trusts, and any changes necessary to existing structures to ensure your testamentary intentions are followed.

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A Will is a legally binding document that lays out how your assets should be distributed after you die. In a Will, you can also nominate guardians for minors you leave behind. Using a Will ensures that your wishes will be carried out as efficiently as possible, and that your loved ones will be properly cared for. A proper Will also avoids the need for expensive proceedings to deal with the deceased’s assets.

An estate plan is the process of planning and arranging the way you would like all your assets to be distributed so that it results in the best outcome for your beneficiaries, including tax efficiency and other associated costs. An estate plan can also direct other matters that are not able to be laid out in your Will so that they follow the intent of your Will. An estate plan will encompass your Will but should also include other things such as your Power of Attorney, superannuation, assets, trusts, and other financial assets.

A Will has many benefits including distributing assets on death, appointing guardians for infant children, choosing executors and setting out funeral arrangements. Without a valid Australian Will your estate could be held up for months dealing with legal requirements which could prove costly for the estate, usually thousands of dollars in legal fees.

If you die without a Will or your Will is not valid then an application for a Grant of Letters of Administration will need to be made to the Supreme Court. In most instances the grant is made to the next of kin of the deceased. If the person died and left behind a partner, then the estate generally goes to them unless there are children. Statutory rules apply and unintended consequences often arise.

Common reasons for updating your Will include:

  • Marriage, separation or divorce
  • A new relationship where there is no marriage
  • A new baby or stepchild
  • Death of a person named in the Will (e.g. child or spouse)
  • Changes to your assets
  • Your wishes have changed
  • Personal details have changed
  • Illness or medical changes.

The majority of our business comes from referrals and repeat clients, which demonstrates the confidence that our colleagues and customers have in our abilities. We have an established track record of success and focus on providing timely communications and solutions for our clients. We are well known for keeping our clients, and our client affairs and business matters confidential and private.

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