Estate Planning

Wills

We assist individuals and families to prepare their wills. Wills are not a topic that people want to talk about. But we want to change the way you think about wills.

Every year, the majority of us insure our most valuable possessions – our homes, our cars, our jewellery. The very purpose of insurance is to protect these assets from a negative event. So we encourage you to think about your will as another form of asset protection. An insurance policy for peace of mind.

Circumstances can change unexpectedly, whether we like it or not. However, by making a will, you know that your assets will be safe with the people that you love and trust. You will also ensure that guardians are appointed for your children, providing them with greater stability and security.

We make the process incredibly simple for you. You will receive an information sheet to complete before our first meeting or teleconference.

We will then prepare your will in accordance with your instructions and send to you to review. Once finalised, we will meet to sign and witness your will.

Other estate planning services

We also assist individuals and families with all other aspects of estate administration and planning including:

  • Testamentary trusts
  • Powers of Attorney
  • Enduring Guardianships
  • Asset protection
  • Effective tax structuring (in consultation with an accountant)
  • Associated superannuation considerations
  • Probate and estate administration