Estate Planning and Wills

In the event of your death, should you not have a Will your assets could be distributed in a way that you never intended them to be.

Estate and succession planning involves more than just making a will.

It is important that the right assets end up with the right people.

We work closely with our clients to ensure this objective is achieved.

We can assist you with:-

Wills and Estate Administration;
Letters of Wishes;
Testamentary Discetionary Trust Wills;
Super Fund Binding Death Benefit Directions;
Asset Protection Strategies.

Any person of sound mind over the age of 18 can have a Solicitor make a Will for them.

Preparing a Will

A will is a complex legal document that helps ensure that your assets will be distributed according to your wishes, and should be prepared by your solicitor.

A Solicitor will ensure that your Will is correctly prepared and signed. A solicitor will also advise you with regards to:

The appointment of an Executor and their powers;
Ensuring all your assets are distributed under your Will;
The appointment of your children’s guardian; and
Your legal obligation to provide for your family, to minimise challenges to your Will.

What will happen if I don’t make a will?

It is very important that you have a will when you die otherwise you will die in ‘Intestate’ which means dying without a valid will, and if this happens your assets will be distributed according to the laws of intestacy.

Those laws may:

Force the sale of the family home or family car so other beneficiaries can claim their share of the assets
Not provide future financial protection for your children or grandchildren
Give your assets to people you do not wish to receive them.