Pass on your wealth

You have spent a lifetime building what you have. Making sure it reaches the right people, in the right way, with as little lost to tax or conflict as possible, requires careful planning done well in advance. We will help you get every piece of it right.

Estate planning that protects your legacy and gives you peace of mind

A well-structured estate plan goes well beyond a Will. It considers how your assets are held, who controls your trusts, what happens to your business and superannuation, and how your family is protected if you can no longer make decisions for yourself. Our estate planning lawyers will build a plan that covers every dimension.

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.

When you work with us, you will have an estate plan that reflects your wishes, protects your family, and holds up under scrutiny.

You will have a current, properly executed Will that clearly expresses your wishes. You will have enduring powers of attorney in place so someone you trust can act for you if you cannot. You will have a clear plan for your business, your superannuation, and your trust assets, and structures in place to protect your children’s inheritance for the long term.

How we can help

We advise individuals, families, and business owners across every aspect of estate planning, succession, and intergenerational wealth transfer.

Estate planning and Wills

Pass on your wealth to the people you love with a current Will and a complete estate plan that covers superannuation, trust assets, and your personal property.

Enduring powers of attorney and guardianship

Appoint trusted people to make financial and personal decisions on your behalf if you lose capacity, so your affairs are managed according to your wishes.

Pass on your business while you are alive

Transfer ownership and control of your family business to the next generation now, with the right tax structuring and clear arrangements that protect everyone involved.

Trust control and distribution strategies

Put in place trust control mechanisms, distribution deeds, and succession arrangements that keep your trust assets in the right hands after you are gone.

Defend your estate from a challenge

Build provisions into your estate plan that reduce the risk of a successful family provision claim, so your wishes are respected and your beneficiaries are protected.

Loan or financial help to family

Document a loan or financial support to a family member properly, so the money is protected if their circumstances change, including divorce, bankruptcy, or disputes.

Make a gift during your lifetime

Give cash, shares, or property to a family member or beneficiary with the right structure, so the gift is legally certain and tax-aware.

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, these non-estate assets represent the majority of what they have accumulated, yet they are often left entirely unplanned.

Without a comprehensive estate plan that addresses every asset class, the wrong people can end up with control of your trusts, your superannuation can go to the wrong beneficiaries, and your business can be left in limbo. Family provision claims are increasingly common and can consume a significant portion of an estate in legal costs even when they ultimately fail.

At ADLV Law, our estate planning lawyers have over 25 years of experience helping individuals and families build comprehensive succession plans that cover every dimension of their wealth. Our team includes Fellows of the Society of Trust and Estate Practitioners and Doyles Guide recognised experts in Wills and Estates who will make sure nothing is left to chance.

Ready to put your estate plan in place?

Whether you are starting from scratch or reviewing an existing plan, speak to one of our estate planning lawyers today.

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