Wills & Estate Planning

Crafting a valid will is a pivotal step to ensure the desired distribution of your assets, property, and possessions after you pass away. Despite its apparent simplicity, creating a will is a legal process subject to strict state and territory laws. A poorly drafted or invalid will can lead to complications, delays, and uncertainties, adding strain to your family during an already challenging time.

Concurrently, meticulous estate planning is a profound act of consideration. A well-constructed estate plan provides the certainty that your wishes concerning your estate are precisely outlined and comprehended. Estate planning involves multifaceted considerations, encompassing the selection of an executor, securing business succession, addressing intricate family dynamics, managing taxes and probate intricacies, and preparing for potential incapacitation or illness.

By entrusting your matters to us, you give yourself the best chance of safeguarding your assets and providing for those who depend on you.

Why choose us

Supporting you through every stage

We understand that life is a journey filled with milestones and changes. We are here to support you at every stage, from getting married, starting a family, acquiring assets, and beyond. Our team will assist you in updating your will and estate plan to align with your evolving circumstances, ensuring they remain current and legally valid.

Navigating notional estate laws

We have a qualified and reputable team of wills and estate planning specialists who can provide professional advice on navigating notional laws and ensuring your will and estate planning strategy is effective.

Smooth succession planning

With our guidance, you can secure your legacy and bring peace of mind to your loved ones.

Practice areas

FAQs

What is the difference between wills and estate planning?

Wills and estate planning are related but distinct concepts. A will is a legal document that specifies how your assets will be distributed after your death, ensuring your wishes are carried out. On the other hand, estate planning is a broader process that involves considering various aspects of your estate, including asset distribution, choosing executors, addressing tax liabilities, planning for incapacity, and more. Estate planning goes beyond the will and encompasses comprehensive strategies to manage your wealth and protect your interests during your lifetime and beyond.

What does estate planning involve besides writing a will?

Many people are surprised to learn that estate planning encompasses much more than writing a will. Estate planning involves not only asset distribution but may also include:

Executor selection: Carefully choosing the executor who will faithfully carry out your directions and ensure your estate’s proper distribution.
Succession for business arrangements: Strategically planning for the smooth succession of your business, ensuring its continuity.
Consideration of relationships: Addressing the unique needs of previous relationships, de facto partnerships, and blended families to ensure fair and equitable distribution.
Management of tax Liabilities and probate: Devising effective strategies to manage tax implications and the probate process efficiently.
Incapacity and illness arrangements: Creating provisions for potential incapacity or illness, outlining how your affairs will be managed during such times.

Can I dispute a will if it fails to provide adequate provision for me?

We understand that losing a loved one can be a challenging time, especially if their will does not adequately provide for you. If you believe you should have received more from the deceased’s estate, you may be entitled to dispute the will and claim your fair share.

Our experienced team can assist you in understanding the laws governing family provision claims in both ACT and NSW. We know that estate disputes can be complex, which is why we offer comprehensive legal guidance to eligible persons, including spouses, domestic partners, children, stepchildren, grandchildren, and others with close relationships to the deceased.

It is crucial to act promptly, as time limits apply in both ACT and NSW. In NSW, you must make an application for provision within twelve months of the deceased’s passing, while in ACT, the application deadline is six months from the date of Probate being granted.

If you believe you may be eligible to challenge a will and seek provision from an estate, contact us today.

How does marriage affect my will?

Marriage can revoke your existing will, potentially leaving you intestate when you pass away. This means your estate’s distribution will be subject to your domicile’s jurisdiction, and your assets may not go where you initially intended. It is crucial to review and update your will after marriage, especially in blended family situations or second marriages.

Can I proactively address this issue before getting married?

Yes, you can make a will in ‘contemplation of marriage’ if you are engaged and plan to get married. This allows your will to remain valid after the marriage.

Meet our team

Our emphasis lies in comprehending your unique circumstances to foster trust, working alongside you in a manner that alleviates stress, and providing you with the reassurance of a reliable partner to navigate you through your legal process.