Estates & Succession Planning
Estates and Succession Planning is about taking care of those you leave behind. We have the expertise to ensure that your loved ones are provided for as you intend. This includes:
- Wills & Codicils
- Enduring Power's of Attorney
- Testamentary Trusts
- Family Trusts
- Unit Trusts
- Self Managed Superannuation Funds
- Buy/Sell Agreements and Succession Plans for Family Businesses
- Probate applications
- Estate disputes
We like to work closely with Financial Planners. Your Will is not just a document, but the embodiment of a financial strategy. Done properly, it requires input from multiple professionals to get right.
This is why we have structured a separate service for Financial Planning Firms wanting to work closely and seamlessly with a law firm to implement the financial strategies for their clients. By taking out the double handling and multiple meetings we save clients time, hassle, and money.
Articles & Resources
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Estate Planning Brochure(August 03, 2011) -
Estate Planning Instructions for a simple Will and Power of Attorney(August 03, 2011)
