Passing on what you have built, providing for someone who cannot provide for themselves, sorting out an estate after a death. These are the decisions people put off, usually because they do not feel urgent until they suddenly are.
A will that was right in 2009 may not be right now. The cost of finding that out later falls on the people you meant to protect.
We help you set out what you want to happen, then put the documents in place to make it hold. That covers your will, your powers of attorney, the trust arrangements around them, and the tax that follows.
When we’re done, your intentions are clear, they are properly recorded, and the people you care about are not left guessing.
Passing on wealth, deceased estates, and giving back to the community. Start wherever your question sits.
A Will is just the starting point. A comprehensive estate plan covers your trusts, your superannuation, your business, and your family's protection. We will build a plan that reflects your wishes and holds up under scrutiny.
Administering a deceased estate is slow, technical work at the worst possible time. We help executors and beneficiaries understand what they are responsible for, and see the estate distributed the way the will intended.
Setting up a Private Ancillary Fund, a registered charity, or a not-for-profit organisation. We will help you put the right legal structure in place so your generosity is properly organised, tax-effective, and built to last.