Estate Planning

At Cleverminds, we are passionate about estate planning. We understand the importance of ensuring our clients have the right documents in place to deal with their assets in the event of their death.Estate planning, however is so much more than just preparing a will. It involves thinking about who will pay your bills and manage your assets and finances if you are incapacitated and who will make health and medical decisions on your behalf if you are not able to do so. When it comes to estate planning, there is no ‘once size fits all’ and it is important that the person’s individual needs and circumstances are taken into consideration.

Who will look after your minor children if you and the other parent die? If you are the sole director of a private company, what will happen if you are in an accident and cannot make important decisions regarding your company or business? Who will be appointed to look after your family trust or self-managed super fund? These are questions that we consider on a daily basis and can assist with forward planning to give you peace of mind and certainty.

Peter Tanswell is an experienced Wills and Estates solicitor and will personally look after your estate planning matters and can personally assist with:

  • Wills
  • Enduring Powers of Attorney
  • Appointment of Enduring Guardians
  • Advance Care Directives
  • the consideration of companies, trusts, self-managed superannuation funds and jointly held property in the context of your estate plan