Wills & Estate Planning

While you cannot always control what happens in life, you can create a contingency plan in the event that something happens to you.

A considered Estate Plan and a properly drafted Will gives you peace of mind knowing that you have done all you can to ensure that your loved ones are provided for and your assets dealt with in accordance with your wishes.

We work with you closely to ensure that your Will and Estate Plan are tailored to your personal circumstances taking into consideration:-

• Your financial structure
• Taxation issues
• Your superannuation
• Guardianship of minor children

We also make sure your Will is correctly signed and witnessed as required by Victorian law.

By taking the time to formalise your wishes today, you can reduce the impact of life’s unexpected events on those closest to you. If you are looking to update your Will or Estate Plan our team has the experience and understanding to ensure that your loved ones and assets are protected in the future.

Powers of Attorney

If an injury, illness or disability meant you needed support to make decisions, who would you want to support you?

Powers of Attorney are legal documents that allow you to appoint a person (or persons) to make decisions about your finances, medical treatment or how you live. Appointing an attorney gives you peace of mind knowing you have a trusted individual to act and advocate on your behalf in the event you become unable to do so yourself.

We can assist with:-

• Appointing an attorney
• Advice regarding limitations and conditions that may be placed on your attorney
• Advice for attorneys
• Revoking a power of attorney

We also make sure your Powers of Attorney are correctly signed and witnessed as required by Victorian law.

Deceased Estate Administration

In the event of the death of a loved one, we can assist you with the administration of their estate in accordance with their wishes.

Administration is a complex process which often involves assets of significant value. As an executor or administrator, you may be held personally liable in the event administration is not carried out correctly, so it is essential that you understand your legal powers and responsibilities.

Our experienced team can assist with:-

• An application for Probate or Letters of Administration
• The realisation, protection and distribution of the deceased’s assets
• Bringing or defending a claim on behalf of a deceased estate
• Claiming executor’s commission

We understand that the death of a loved one is a difficult time. Our estate administration services aim to make your role as executor or administrator as simple and stress free as possible.