Estate planning is more than making a Will and enduring power of attorney.

The purpose of an estate plan is to provide you with peace of mind about the succession of your assets. Our services incorporate:

  • Advice specific to your financial planning objectives
  • Addressing any taxation issues which may unravel the benefits of the estate plan
  • Advice concerning strategies to protect your estate as much as possible against any real or perceived risk of bankruptcy, relationship breakdown or claims against the estate
  • Advice on complex personal circumstances and asset structures which may include trusts, private companies or self-managed superannuation funds
  • Preparation of Wills and all other estate documentation including enduring powers of attorney
  • Applications for Probate or Letters of Administration
  • Estate Administration
  • Dispute Resolution in the event of contested will applications and trust and estate matters.