ESTATE PLANNING
In order to ensure your assets are properly dealt with and your loved ones are looked after when you pass away, a comprehensive and valid estate plan is vital. Estate planning can also protect your financial and medical affairs when you are alive if you lose decision-making capacity. We can assist you to draft your Will, Power of Attorney and Enduring Guardian documents, as well as documents such as Advance Healthcare Directives and superannuation death benefit nominations.
Wills
We can assist you with creating or changing your simple or complex Will and ensuring that you structure it in a way that will protect and provide for your loved ones when you pass away.
Contracts for Mutual Wills
If you have remarried and want to ensure your children from a previous relationship benefit from your estate, we can advise you about the benefits of a Contract for Mutual Wills.
Powers of Attorney
We can assist you with creating a Power of Attorney: a document that allows you to appoint someone to manage your legal and financial decisions if you lose capacity to make these decisions for yourself.
Family Provision Act advice
We can advise you about the possible consequences of leaving a loved one out of your Will and the steps you can take to mitigate these consequences.
Enduring Guardians
We can assist you with creating an Enduring Guardian: a document that allows you to appoint someone to manage your health and medical decisions if you lose capacity to make these decisions for yourself.
Retirement villages
We can review and advise on Retirement Village Contracts and how Refundable Accommodation Deposits (RADs) should be dealt with in your Will.