Wills & Estate Planning

We provide tailored estate planning advice to individuals, couples and family groups who engage us either directly or via their accountant or financial planner. Our lawyers advise on strategies and draft or review estate planning documents. Our aim is to help ensure your money and assets go to who you want, when you want, tax effectively. We prepare simple or sophisticated Wills and where necessary make changes to your superannuation, trusts, companies and other structures. We help plan for incapacity, not just death, which includes implementing Enduring Powers of Attorney.

Our services include:

  • Simple Wills
  • Sophisticated Wills, including testamentary trusts and trusts for vulnerable beneficiaries
  • Powers of Attorney (financial, personal and medical)
  • Business succession
  • Arrangements regarding loaning money to family members
  • (Early) inheritance strategies
  • Inheritance management
  • Succession strategies for blended families
  • Charitable giving and philanthropy
  • Self-managed superannuation funds and trusts
  • Estate planning strategies addressing incapacity (including dementia planning)
  • International Wills

Wills & Estate Planning


Probate & Estate Administration

We offer probate services and advise and assist executors and trustees to understand and carry out their duties. We help executors and administrators take control of a deceased estate and transfer or hold assets for beneficiaries.

Our services include:

  • Applications for probate and letters of administration
  • Estate administration (including collecting assets, paying debts and distributions to beneficiaries)
  • Assist executor and trustees when dealing with problematic estates or difficult beneficiaries
  • Discrete tax advice on estate and trust transactions

Probate & Estate Administration


Property & Conveyancing

Our lawyers provide comprehensive property and conveyancing services utilising the most up-to-date electronic tools such as PEXA and on-line stamp duty.  With legal experience spanning over several decades, we guide clients through the conveyancing process and assist them to settle their property transaction on time. This expertise extends to clients who are purchasing and selling residential and commercial property.

Our services cover all aspects of a conveyancing transaction, including:

  • Drafting contracts of sale
  • Reviewing contracts of sale
  • Negotiating the terms of a contract of sale
  • Providing assistance with mortgage documents and arranging for the discharge of any applicable mortgage

Property & Conveyancing


Disputes

We can help you with disputes relating to Wills, estates, family trusts and superannuation. This includes contesting a Will, or representing executors or beneficiaries of a Will that is being contested. We help those who have been unfairly treated and assist others protect inheritances from challenge. We also advocate for those who require an advocate – especially the elderly and persons lacking capacity. We aim to resolve disputes cost effectively but are always prepared to pursue matters with vigour where litigation is warranted.

Our services include:

  • Challenging a will you have been left out of
  • Assisting executors defend challenges to a will
  • Family trust disputes
  • Superannuation death benefit disputes
  • Protecting the elderly when financial attorneys misbehave.
  • VCAT and Supreme Court appearances

Estate Disputes