Trust and Asset Planning

Our Trust and Asset Planning team has many years experience administering estates and assisting clients to make wills and Enduring Powers of Attorney and forming/administration Trusts.

Whatever type of assistance you need with a trust or asset/succession planning matter, we pride ourselves on providing well-considered and common-sense legal advice together with an efficient but relational service. At the end of the day, you are not just another client. We want to personally help you achieve your goals, whether big or small, with confidence.

Our Expertise

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Wills and Enduring Powers of Attorney

When making a will, we prioritize clear, understandable drafting, together with helping you to understand your options for providing for family and other interests. If your circumstances change, we can assist you to update your Will.

We also assist with preparing documents, such as an Enduring Power of Attorney, to cover what will happen if you are incapacitated by age, injury or sickness.

Whatever type of assistance you need with a wills matter, we pride ourselves on providing well-considered and common-sense legal advice together with an efficient but relational service. At the end of the day, you are not just another client. We want to personally help you achieve your succession planning goals.

We can assist in:

Preparing Wills
Enduring Powers of Attorney
Activating Enduring Powers of Attorney
Will disputes

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Estates

We act for many trustees and beneficiaries of estates, assisting with the administration of a loved one’s estate. We pride ourselves on providing a sensitive, caring and timely service, together with practical, well-considered advice.

We can assist in:

Obtaining probate
Estate administration
Estate tax returns

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Succession Planning and Asset Protection

Our trust and asset planning specialists offer comprehensive property advice, whether you are setting up a Family Trust or administering an existing Trust. We value taking the time to find out your individual circumstances and plans. We can then advise whether a trust is suitable for you or not and all the necessary formalities, including the transfer of assets to your trust.

Whatever type of assistance you need with a succession planning and asset protection matter, we pride ourselves on providing well-considered and common-sense legal advice together with an efficient but relational service. At the end of the day, you are not just another client. We want to personally help you achieve your goals, whether big or small, with confidence.

We can assist in: