WILLS AND ESTATE PLANNING, PRIVATE WEALTH AND SMSFS

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WILLS AND ESTATE PLANNING, PRIVATE WEALTH AND SMSFS

Estate Planning and Updating Your Will

You worked hard to create your wealth, and you need someone onside to assist you to protect it.

Dealing with asset protection, self-managed superannuation and writing your will often feels daunting, but it doesn’t have to be.

With our expertise in tax, estate planning and superannuation, we consider the big picture where most lawyers only deal with each issue in isolation.

You will feel in good hands with our team, who includes a published author on the subject of testamentary trusts and advanced estate planning strategies.

No matter the complexity of your family or business structure, we can find a solution.


PROBATE AND ESTATE ADMINISTRATION

Where there is a Will

Following the death of a loved one, there are necessary administrative processes that need to be actioned in order to finalise their estate. We understand that this can be a difficult task when you are caring for yourself and loved ones at a time of grief.

Our team will guide you, as the executor, through the probate process, during which the Court confirms the validity of the will and the executor’s power to deal with the assets and liabilities of the estate.

If you once the probate is issued, if you require the following, we would be happy to assist you:

  • property transfers or sales pursuant to the will
  • administering and winding up the estate
  • complex tax issues

If there is no known Will

Should the estate not be governed by a will, we can advise and assist you and your family on the process for applying to the court for Letters of Administration.