WIlls, Estates & Estate planning

  • Wills including testamentary trust wills and wills for ‘blended families’ (families with children from prior relationships)
  • Enduring Powers of Attorney
  • Appointments of Enduring Guardian
  • Grants of Probate
  • Administration of Deceased estates

We take into account your personal circumstances, whether you are single, married, de-facto, have a “blended family” or are wishing to provide for your children from a current or previous relationship.  We can help you understand your options and assist you to strike a balance that meets the needs of your particular circumstances.  A home-made or one-size fits all Will, may not offer sufficient flexibility or peace of mind. 

"We all spend a great deal of time and effort accumulating wealth, but without a proper succession plan it can disappear very quickly…The reality is that not many people correctly implement a succession plan. The consequences of not getting it right can be disastrous – elder abuse, children missing out on inheritances and significant taxation liabilities can result"

O'Sullivan, B Estate and Business Planning: A Practical and Strategic Guide for Accountants, Financial Planners and Lawyers; 3rd Ed, Tax Institute of Australia 2010.

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