Our motto? Always plan ahead.

The power to freely dispose of your assets by Will is an important right. By legally documenting your estate plan and periodically updating it when significant life events occur, i.e. marriage, children, finance, you protect this right, effectively creating an insurance policy that ensures your assets will be dealt with in a way that you would want them to be when you are no longer able to do it for yourself.

One out of every ten Australians suffers from the loss of testamentary capacity after the age of 65. The loss of testamentary capacity means that you are no longer able to make a Will or alter your Will to deal with changes in your circumstances since it was made. Without a current Will, your assets may not be dealt with in a way that you would want them to be.

There are many reasons why your Estate Plan might be complex and require specialised advice including the spread or depth of your financial assets, any requirements for testamentary trusts, any superannuation requirements or business succession. 

Your personal affairs and enterprises may be such that you need to make specific considerations for yourself, your health, and your family that may need to come into effect while you are alive, but become unwell, or worse, incapacitated.  You have the advantage of appointing a guardian, attorney or decision maker while you are sound of mind and in good health.  This can be a complex consideration, though made simple with specialised advice.  

We can assist you develop a plan in the following areas:

• Personal and Business Succession Planning

• Wills and Powers of Attorney

• Grants of Probate and Estate Administration

• Testamentary capacity issues

• Applications to the Supreme Court for revisions of or new Wills for people who have lost testamentary capacity.

• Binding death benefit nominations