Wills & Estate Planning

Estate planning is the process of organising and managing your assets to ensure they are distributed according to your wishes after your passing. It involves creating legal documents such as wills, trusts, and powers of attorney to protect your estate and provide financial security for your loved ones. Effective estate planning can minimize tax liabilities, prevent legal disputes, and ensure that your affairs are handled smoothly.

Simple Will

A simple will is exactly what its name suggests. It is a straight forward will, drafted in compliance with all legal requirements and has instructions from you on who you want to inherit your estate, care for your children and be the executor for your estate, when you pass away.

Custom Will

This is a simple will, however may need some additional inclusions such as if you require a right of residence or life estate clause, are part of a blended family, a business owner, and or have a self managed superannuation fund.

Testamentary Trust Will

Is a will which establishes one or more discretionary trusts on your behalf once you pass away. These trusts can be used to manage assets and distribute income to beneficiaries during their lifetime, manage education and assets of minor beneficiaries. This will will specify what assets will be sold and what are to be retained for income purposes.

Power of Attorney

A power of attorney is a legal document that allows you to appoint a trusted person to manage your financial and legal affairs if you are unable to do so yourself. This can be crucial in situations involving illness, disability, or extended absence, ensuring your affairs are handled smoothly and according to your wishes.

Enduring Guardianship

As the name implies, an enduring guardianship is a document that permits someone to make lifestyle, health, and medical decisions on your behalf. It may be necessary if you become ill or injured and are unable to make these decisions on your own.