Business succession planning
Business succession planning We move control to the next generation while you are still here to steer it. You have built something worth handing on, and the people who would take it are ready, or nearly. What makes this hard is rarely the law. It is that you are deciding who runs the thing you […]
Incapacity planning
Incapacity planning We put the authority in the hands of someone you chose, before anyone needs to use it. You make decisions today that other people depend on. An accident, an illness or simply age can end that on any given morning, and the moment it does your family needs authority they will not have. […]
Estate planning and Wills
Estate planning and Wills We build the plan that gets what you have built to the people you meant it for. You know you need to sort this out, and every time you sit down to start you find a reason not to. That is normal, and it is not really about paperwork. It is […]
Transfer property title as surviving joint tenant
Transfer property title as surviving joint tenant We get the title into your sole name, so every bank, insurer and agent deals with you as the owner you already are. You chose joint ownership precisely so this would not be complicated. The house passes to you on your partner’s death, without a court, because that […]
Make a deceased estate claim or Will challenge
Make a deceased estate claim or Will challenge We tell you honestly whether you have a family provision claim, and then we run it. Someone you cared about has died, and the will they left does not reflect what the relationship actually was, what you put into it, or what you now need. The will […]
Post-death testamentary trust for a minor beneficiary
Post-death testamentary trust for a minor beneficiary We set up the trust before the estate is distributed, so a child’s inheritance is still there when it is needed. When a will leaves assets to children, the default position is that they take full and unconditional control at 18. On a significant estate that means a […]
Understand your entitlements under a deceased estate
Understand your entitlements under a deceased estate We give you an independent answer on what you are entitled to, before the time limit decides it for you. When someone dies, the people closest to them often have no idea what they are actually entitled to, and the answer is rarely as simple as reading the […]
Administer a deceased estate
Administer a deceased estate We take executors through the whole administration, so the estate closes properly and nothing follows you afterwards. Someone chose you to finish their affairs, and you can’t ask them what they meant by any of it. That is the part nobody warns you about. The work itself is real enough: debts […]
Trust control strategies and distribution deeds
Trust control strategies and distribution deeds We settle who controls the family trust after you, in documents your Will cannot reach. Most of what you have built probably sits in the family trust rather than in your own name, and that is the part your will does not touch. A trust does not pass under […]
Worried about legal costs for challenging a Will? A guide for claimants in South Australia
If you’ve been left out of a Will or believe the provision made for you is inadequate, you may be wondering whether you can apply for a greater share of the estate. You may also be worried about what it could cost you to make a claim. Under South Australia’s new Succession Act 2023 (SA) (the Act), people in […]