Wills and Estate Planning

Wills

Making a Will is not compulsory, but there are legal consequences if you die without one. If you die without a Will, your estate will be distributed under state intestacy laws, which may not reflect your wishes.

The legal requirements on how to manage Superannuation, Trusts and the impact of Capital Gains Tax following death have become increasingly complex. Professional legal advice and assistance is the best option. We will review the assets to be dealt with by the Will and identify those which do not form part of your estate. Our advice aims to achieve your wishes for the distribution of your estate to the beneficiaries of your choosing.

Our philosophy is simple: your Will should do what you want it to do. We provide individual attention, specific advice and a Will tailored to your personal situation. You do not have to be limited by a standard set of clauses. We provide advice to ensure your Will complies with your legal obligations to dependants and, importantly, reflects your wishes.

Estate Planning

We provide advice in all areas of estate planning, including the requirements of a valid Will, superannuation death benefit nominations, and Powers of Attorney. We can also securely store these important documents, once prepared at no charge.