What is an Estate Plan?

Estate planning is the process of carefully arranging your legal and financial affairs to ensure that your assets are protected and distributed to your intended beneficiaries in accordance with your wishes, in an orderly and tax-effective manner.

A carefully prepared estate plan brings together your legal and financial affairs to protect your assets and ensure that your wishes are clearly understood and effectively carried out.

A Complete Approach to Estate Planning

Your Will, Enduring Power of Attorney and Appointment of Enduring Guardian perform different functions.

Together, however, they can form important components of your overall estate plan.

Your Will primarily deals with what happens to your estate after your death.

Your Enduring Power of Attorney allows a trusted person to deal with financial and legal matters on your behalf during your lifetime in accordance with the authority granted.

Your Enduring Guardian can make authorised personal, health and lifestyle decisions if you lose decision-making capacity.

Considering these documents together can help create a more comprehensive plan for both your lifetime and the administration of your estate following your death.

Estate Planning

We provide estate planning services for clients.

Whether you are preparing your first Will, updating an existing Will or considering a broader estate plan, we can assist you in identifying the legal documents and arrangements appropriate for your circumstances.

Our estate planning services include:

• Wills;
• estate planning;
• Will reviews and updates;
• Enduring Powers of Attorney;
• Appointments of Enduring Guardian;
• testamentary trusts;
• superannuation and estate planning considerations;
• planning for vulnerable beneficiaries; and
• reviewing existing estate planning arrangements.