We take the time to understand your personal circumstances — whether you are single, married, in a de-facto relationship, have a blended family, or wish to provide for children from a current or previous relationship.
Our lawyers help you understand your options and create an estate plan that reflects your wishes and protects your family. A home-made or one-size-fits-all Will may not provide the flexibility or peace of mind you need. We can guide you through the process and help ensure the right documents are in place.
What estate planning documents should I have?
We can prepare the following documents for you:
- An up-to-date Will
This may be a basic Will or a discretionary testamentary trust Will that provides additional tax and inheritance protection benefits for your beneficiaries. - Enduring Power of Attorney (EPA)
Appoints a trusted person to manage your financial affairs if you are unable to do so. - Appointment of Enduring Guardian (AEG)
Allows someone you trust to make medical and lifestyle decisions on your behalf if needed. - Superannuation documentation
Your superannuation is not dealt with by your Will. If you have superannuation, it is important to ensure the correct documentation is in place so your super passes to the beneficiaries you choose. - Company power of attorney
Allows someone to make decisions and sign documents on behalf of a company if the director/s are unable to.
Download our guides:
• Helpful Information for Reviewing Your Will & Estate Planning Documents
• Helpful Information about Discretionary Testamentary Trust Wills
Areas of Expertise
We assist with:
- Wills, including discretionary testamentary trust Wills and Wills for blended families
- Enduring Powers of Attorney
- Appointments of Enduring Guardian
- Superannuaton binding death benefit nominations
- Company powers of attorney
