Wills, Powers of Attorney & Probate
We recognise the importance of giving careful consideration to estate planning.
In drafting clients’ Wills we take into account their specific family circumstances and asset structure as well as particular testamentary wishes and directions. We are well-versed in the laws impacting estate planning including enforcement and interpretation of Will and the responsibilities of Will-makers to their families and other dependants. This knowledge and experience assist us in ensuring clients’ Wills accord with their wishes and, where possible, prevent future litigation over the estate.
We also provide guidance in relation to superannuation assets as part of our succession planning advice, whether such assets are held in self-managed superannuation funds or industry funds.
We recommend clients consider re-drafting their Will whenever they have a change in circumstances, including upon, marriage, divorce and the birth of children and/or grandchildren.
We also provide advice and assistance in relation to powers of attorney. The execution of powers of attorney allows you to appoint a person (or persons) who may act on your behalf in relation to financial, personal and medical treatment matters. The granting of such powers is fundamental to a complete estate plan as it will give you and your family the peace of mind that appropriate arrangements are in place.
We act for clients in their role as executors, administrators, trustees and beneficiaries of deceased estates. We have experience in a variety of deceased estate matters; from large estates involving complex legal issues and trust assets to those that are smaller and more straightforward. This experience enables us to guide clients through:
- ensuring preferred funeral arrangements are met;
- identifying and gathering the assets of the estate;
- paying any debts or due expenses;
- collecting monies owed to the estate;
- applying for a Grant of Probate (or Letters of Administration where appropriate);
- complying with taxation requirements;
- selling assets for division between beneficiaries;
- directing bequests to beneficiaries;
- 'family provision' claims where applicable.
We understand that estate administration can be a trying experience for executors and beneficiaries. Our professional team is adept at easing the burden and navigating you through the process.