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Estate Planning Basics

What is a Will?

A Will is a legal document in which you state how you want your Estate Assets to be distributed after your death. A Will also allows you to choose an Executor who will be responsible for making sure that your wishes are met and can also be used to appoint a Guardian to look after minor children until they can look after themselves. Apart ...

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Balancing Competing Interests of your Children and a Second Spouse in the Family Home

John and Jane are in their 60s and have been in a de facto relationship for 10 years. They have both been married previously and each have adult children from a previous relationship. John entered the relationship with significantly more assets than Jane, including the home they now live in. John wants to ensure that in the event of his death...

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What is an Appointment of Enduring Guardian

An Appointment of Enduring Guardian is a document pursuant to which you appoint a person(s) to make health and lifestyle decisions on your behalf when/if you are no longer able to make those decisions yourself due to illness or unsoundness of mind. Unless the guardian's authority is restricted, a guardian may: decide where you ...

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How to Bulletproof a Will from Family Provision Claims

Recently SBS Insight addressed the topic of "Making a Will".  The programme explored how the family provision laws under the Succession Act 2006 (NSW) enables a Court to effectively rewrite a person's Will where it is found that an inadequate provision has been made for an eligible person.      ...

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Wills, Powers of Attorney & Enduring Guardian

 

 

 

 

 

 

There are four crucial things you need in place when preparing for the un-thinkable. These include an up to date will, an up to date Power of Attorney, an up to date Appointment of Enduring Guardian, and personal insurances, where necessary. 

 

For your family's sake think about the un-thinkable

For a no obligation phone evaluation

Call Now - 02 4952 3901

 

How We Help

 

We will prepare for you a:

at a competitive fixed price.

You should consult with your financial planner periodically to assess the necessity and adequacy of your Personal Insurances.

 

Benefits of our Fixed Price Documents

 

Our fixed price includes the following benefits:

  • Our personalised documents are skillfully prepared by an experienced Solicitor,
  • All face-to-face consultations are conducted by one of our Solicitors,
  • Your documents can be prepared and signed within one (1) week, or sooner if you request,
  • We provide you with certified copies of all documents prepared on your behalf,
  • We retain your original Will, Power of Attorney and/or Appointment of Enduring Guardian in our fireproof safe custody facility until it is needed or you request its release.
 

Fixed Fees

 

Please click here to view our Schedule of Fixed Fees.

 

Advanced Estate Planning

 

For more information about our approach to Modern Estate Planning call us on 02 4952 3901 or visit our Advanced Estate Planning - Asset Protection & Wealth Management page.

     

Make an Appointment

 

Please click here to make an appointment with one of our Estate Planning Lawyers.

     

Advanced Estate Planning Lawyers

 

Anna Roberts

Senior Associate Solicitor

Rebecca Wosman

Solicitor

Clare McAteer

Graduate Lawyer

     
   

Call now to speak to one our Estate Planning Lawyers.

02 4952 3901

  

CONTACT US ON 02 4952 3901

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