Everything you own,
passed on as you intend.

A will is only part of the picture. Super, jointly owned property, family trusts and companies can pass outside it. We look at everything together, so the plan works as a whole.

Client reviews

In our clients’ own words.

Is this you?

When people come to us about estate planning advice.

Each of these is a good reason to call, and none of them is too early.

  • You own property, super and a share of a business, and want them to pass properly.
  • You have children from more than one relationship.
  • You control a family trust or company and are not sure what happens to it.
  • Your last will was written years ago and life has moved on.

How we help

Much of what people own does not pass under their will.

Jointly owned property passes to the surviving owner. Superannuation is paid by the fund trustee, guided by any nomination. Family trusts are controlled under their deed, and company shares under the constitution. A plan that only covers the will can leave the largest assets to chance.

We map what you own and how each asset passes, then put the pieces in place. Your will, testamentary trusts where they help, powers of attorney, super nominations and the succession of trusts and companies, working with your accountant and financial adviser.

What we do

  • A review of what you own and how each asset passes
  • Wills, with testamentary trusts where they help
  • Enduring powers of attorney and medical decision makers
  • Superannuation death benefit nominations
  • Succession of family trusts and companies
  • Coordination with your accountant and financial adviser

What happens first

Your first week with us.

A matter should feel different from the first call. This is what you can expect before anything is signed or sent.

What it costs
  1. The first call: what you own and who matters

    Property, super, trusts and companies, and the people you want to provide for.

  2. In writing: the plan and a quote

    The documents we recommend and what they will cost, quoted in writing before the work starts.

  3. Your documents, drafted and explained

    Your will, powers of attorney and nominations prepared together, and explained in plain terms before you sign.

  4. Signed with a lawyer, and kept safely

    Signing by video or at our office, with the original will held in our safe custody.

Questions

Frequently asked questions

If your question is not here, it is a good reason for the free call.

  • Do I need more than a will?

    If you have super, a family trust, a company or property held with someone else, usually yes. Those assets can pass outside your will unless the plan deals with them.

  • Can I make my will online and still get estate planning advice?

    Yes. Many clients start online, and we raise anything that needs more attention at the consultation before you sign.

  • What does it cost?

    Wills and powers of attorney made online have a fixed price, shown before you pay. Probate, estate administration and estate disputes are quoted in writing before the work starts, and you are told early if anything changes.

Tell us what is going on. We will tell you where you stand.

A free 15-minute call. If it is a matter for us, you are booked in with the right solicitor before the call ends. If it is not, we will say so.