Time to put a plan in place.

It’s one of the most caring things you can do – provide direction by putting in place a robust and proper estate plan by preparing a Will, Enduring Powers of Attorney and an Appointment of Medical Treatment Decision Makers.

You have worked hard to build your assets and to ensure they are protected and have been maximised throughout your lifetime.  Securing them for the people you care about is fundamental.

Whilst we may ponder fluctuations in the property or share markets and spend significant time making decisions about wealth creation during our lifetimes, it is the poor transfer of assets on death that can be one of the greatest destroyers of wealth.

Making time now to organise your intentions will not only ease your own concerns, but will help avoid unnecessary and stressful uncertainty for those closest to you.  

Our expert lawyers work with you, your accountants and financial planners to ensure your personal, commercial and business objectives are integrated into a comprehensive succession plan. Together, we seek to limit adverse tax implications and plan for the future.

We are experienced in working closely with individuals, families, and business owners to achieve estate planning goals and guide you through the complexity of decisions and structures which you may have in place, including companies, family trusts and self managed superannuation funds.

Many people are not aware that superannuation is dealt with outside the terms of their Will. Increasingly, your superannuation is likely to be one of the largest financial assets you leave behind, however it does not automatically fall for distribution under the terms of your Will. This is why it is critical to speak to an expert lawyer who can guide you through the process of dealing with all of your assets.

We are here to help you look out for those you care for.  Ensuring that you have a plan in place to protect your family and your assets is our key objective.

Our Wills, Estates & Succession Planning legal services include:

  • Wills
  • Enduring Powers of Attorney (including financial, personal and corporate)
  • Appointment of Medical Treatment Decision Makers
  • Succession planning for partnerships, businesses and family trusts
  • Wills with Superannuation Proceeds Trusts and Testamentary (Family Will) Trusts
  • Personal and business asset protection
  • Superannuation including preparation of nominations and a review of applicable deeds (as required)
  • Applications to VCAT for administration and guardianship orders
Ready to take the next step?

Get started now with our no obligation secure online Wills and Powers of Attorney preparation tool.

Get started now or call us on 03 5273 5273

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