Wills, Estate Planning and Administration

Many people spend a large portion of their time concentrating on building their asset portfolio, with little or no consideration of what will happen to those assets in the event of their death.

It is one of life's certainties that we will all die and planning to ensure that the transfer of wealth to your family takes place at the right time, and in the most cost effective manner, is our top priority. We have extensive experience in the area of wills and estate administration and our team works closely with your accountant, financial planner and insurance advisor as required. We also take the time to develop a high level of mutual trust and respect with you that ensures we understand your goals and objectives and we then work towards attaining them with you.

Our lawyers, led by Patrick Sutton do not shy away from providing you with clear recommendations and advice regarding your estate plan and you will also find our team helpful and responsive in dealing with an estate administration after the loss of a relative or friend.

We assist clients through :

  • Wills that incorporate testamentary discretionary trust
  • Letters of wishes
  • Family trusts and related agreements
  • Enduring Powers of Attorney
  • Binding Death Benefit Nominations for Superannuation fund death benefit payments
  • Advance Health Directives
  • Business Succession Agreements (Buy/Sell Agreements)
  • Full Trust Reviews
Estate Administration

The administration of a deceased estate can be a daunting and time consuming task for one or more individuals.  Our lawyers assist executors and administrators through the sometimes complex process providing caring and timely advice along the way.    We also work with accountants and financial planners to ensure that any benefits are maximised and assets are transferred in the most cost and tax effective way possible.   We can provide advice around differing levels of estates from the single home to estates that include complex business interests such as partnership interests, family discretionary trusts and private companies.

Click below or Contact us for more information.