Solution Brief: Phone Wills – The Process
Phone Wills are another way to get your Estate Planning in order Step 1: Preliminary background, objectives and fees If you have been referred to us by a professional adviser or friend, they may have already provided us with some background information about you, and they may have provided you with an indication of our […]
Solution Brief: Choosing your Executors and Trustees
This Solution Brief discusses the key considerations for choosing the Executors and Trustees for your Will. Your Executors are the people who will take care of your wealth after you have died. Their tasks include locating your Will, finding out what assets and liabilities you have, obtaining ‘Probate’ of your Will, and then carrying out […]
Solution Brief: Legal Capacity to make a Will and Enduring Power of Attorney
It is an essential requirement of a valid Will and Enduring Power of Attorney that the testator/donor possesses the requisite testamentary capacity. It is an essential requirement of a valid Will and Enduring Power of Attorney that the testator/ donor possesses the requisite testamentary capacity. In assessing such capacity both the mental capacity and the […]
Solution Brief: Guardianship Plan Checklist
A Guardianship Plan is a written record that you prepare as parents, detailing what you want for your child if both (or either) parent dies or can no longer perform their role as parent or guardian. Background The aim of your Guardianship Plan is to provide a set of useful guidelines or instructions for those […]
Solution Brief: Education Testamentary Trusts
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Solution Brief: Trust Wills
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Solution Brief: Why you need to think about Estate Planning
Your Estate Planning is not something to be taken lightly. Take a few minutes out to ask yourself the following important questions: Do you want to choose who benefits from your wealth, and when? Do you want to protect the wealth you give your children from unjust claims? Do you want to make sure your […]
Solution Brief: Four Key Things to Consider Before You Start Your Estate Planning
Estate planning basically involves working out what you have, deciding where you would like it to go, and then choosing people to make that happen.
Can I leave my holiday house to future generations?
It is nice to imagine that your family will continue to enjoy your holiday home after you have gone so, how can you make sure this is a reality?
What happens if the executor of a Will is unable or unwilling to act?
If the executor of a Will has died, lost capacity or is unwilling to act, what steps can you take to get the administration of the estate moving?