Pass on your wealth
Estate planning that protects your legacy and leaves nothing to chance
Three things a plan must do
When you work with us, you will have an estate plan that reflects your wishes, protects your family, and holds up under scrutiny.
Plan on your terms
Make deliberate decisions about who gets what, when, and how, so your estate is distributed exactly as you intend.
Protect your family
Put structures in place that protect your children's inheritance from relationship breakdown, creditors, and family provision claims.
Minimise tax and conflict
Structure your estate to reduce tax on death and provide clear, fair arrangements that reduce the risk of family disputes.
Why estate planning is about more than just a Will
A Will only covers assets held in your personal name. It does not control your superannuation, your trust assets, your jointly held property or your business interests. For most people with meaningful wealth, those non-estate assets are the majority of what they have built, and they are often left entirely unplanned.
What we help with
The questions we are asked most often in this area. If yours is not on the list, it is still worth a call.
ways we help you pass on wealth
- Protect your estate from a future challenge
- Make a will and plan how your wealth passes on
- Lend or advance money to a family member
- Appoint an attorney or guardian and record your care wishes
- Make a gift of money or property in your lifetime
- Hand your business to the next generation
- Decide who controls your family trust after you
Our team understands what these moments actually ask of a family, not just the law that governs them.
No switchboard and no intake form. You are put straight through to someone who can help.
The Society of Trust and Estate Practitioners admits full members on demonstrated expertise in succession, trusts and estates.
Experience you can actually get hold of
Common questions
If yours is not answered here, call us and ask. The short question early is always cheaper than the long letter later.
How quickly can I speak to a lawyer?
Call 1300 654 590 and you will be put straight through to a lawyer rather than a switchboard. Tell us what the problem is and we will tell you how we can help.
How will I be charged?
For advice and documents we provide a fixed or capped quote before the work starts, so you do not carry the price risk. If you are in a dispute, we map out the process and the likely costs so you know what to expect.
Do I need a lawyer for something this small?
Often the cheapest moment to involve us is the one that feels too small to bother. If we do not think we can add real value, we will say so rather than open a file.
Can you work alongside my accountant?
Yes. A great deal of our commercial work is done alongside a client’s accountant or adviser. We are comfortable operating as one part of a wider team.
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