Estate Planning

Estate planning isn’t just about what happens after you die; it’s also about protecting yourself and your estate if you lose mental capacity. This is a way to ensure the most cost-effective and fiscal efficacity of your wealth and assets are passed on to your heirs. For the safety of your properties and your family, this is essential.

Having a well-coordinated Estate Strategy that includes your Will, Enduring Power of Attorney, Enduring Medical Guardianship, and superannuation Binding Death Nominations is critical to having peace of mind that your estate will be treated thoughtfully and sensitively, according to your wishes.

How Can We Help You?

We provide a custom and feasible Estate Planning solution that includes strategy set up, briefing our expert lawyers, and so on. We are with you at every step of your journey, and our lawyers attend meetings to ensure you get your desired will structure and arrangements. We will talk to you about plans to ensure that your final wishes are met, that your properties are assigned to your wishes and that all recipients are cared for as you want.

Our Estate Planning service includes coordination with us, your insurance advisors, and estate planning lawyer to ensure consistency across all disciplines and deliver a seamless and properly integrated plan as part of your larger and overarching financial plan. 

We work with you to ensure that you have a thorough understanding of the structures you should consider in the event of your death or incapacity. We assist you in clarifying your Estate Plan’s goals and objectives and explaining how important legal documents such as Wills, Powers of Attorney, and Binding Nominations can help you achieve these goals.

Our Services include: