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Wills & Succession Planning

It is never too early to make arrangements for who will manage and benefit from your estate.

Wills and Estate Planning Melbourne

Anyone with financial responsibilities can understand the importance of estate planning. You want to ensure that your Estate passes to the people or organisations that you want, in the manner that will be most beneficial to them. You also want to ensure that the right people are appointed to assist you, if illness, accident or absence prevents you from managing your own personal and financial affairs.

Wills and Powers of Attorney, including Testamentary Trusts

Preparing a will, testamentary trust or power of attorney can be daunting. We can assist with all aspects of estate planning including Wills, Trusts, Companies, Businesses, Self Managed Superannuation Funds (‘SMSFs’) and Powers of Attorney. These key documents provide not only you with peace of mind, but also those who will step up to assist when the time comes. Below you will find information on what to consider when establishing a Will or a Testamentary Trust. Whether your assets and family situation are simple or complex, we can expertly guide you through the estate planning process.

Our Wills & Estates Team

STEP logo

At Sharrock Pitman Legal, we have an Accredited Specialist in Wills and Estates Law. Our team of Wills and Estates Lawyers comprises:

Please let us know if we can be of expert legal help to give you peace of mind and transfer your assets smoothly to the next generation.

Location

Based in Glen Waverley in the eastern suburbs of Melbourne, our office is located opposite the Glen Waverley train station and the adjacent Glen Waverley bus depot. Free parking is available directly across the street. Click here for a map.

Get in touch

Contact us using the form on this page or email willsandestates@sharrockpitman.com.au. In the meantime, here’s some useful information to assist you.

Wills & Succession Planning updates

To read the latest articles written by our Wills & Estates team, click here.

Wills & Succession Planning webinars

To watch our Wills & Succession Planning webinars, search our Wills & Estates webinars playlist on YouTube.

Quick links

When it comes to wills & estate planning, we are:
For further information, call
1300 205 506

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TESTIMONIALS

Words of appreciation from customers we have helped with their Wills and Estate Planning

“I wish to thank all involved in my situation. It was a very stressful time and I felt listened to, heard and understood. I appreciated the guidance and reassurance in times of my own distress and confusion. I would not hesitate to recommend or use again should the need arise.”

— 

Kathryn Wilkinson

“It is a pleasant experience to find a smaller suburban firm with a very professional attitude but still able to maintain a personal approach to its clients.”

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Tony Anstee

"In this day, where technology has made it difficult to speak a 'real person' about the simplest of inquiries; I found it outstanding to have a direct line to my lawyer who answered the phone immediately. My brief was handled promptly, in a courteous and competent manner. Thank you to all staff involved."

— 

John Miller

“The entire process, from initial discussion to completion of work was handled smoothly and professionally. At all times we were kept updated and clear on each step.”

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Craig Newton

"We recently updated our Wills and Powers of Attorney and were impressed in which all documentation was prepared after our initial interview. Documentation was prepared in accordance with our wishes and of a high standard including suggestions that we had not previously considered. We would highly recommend the firm."

— 

Geoff & June Wood

“Your extremely prompt attention to our Wills and Powers of Attorney were greatly appreciated given our time constraints. My Lawyer's suggestions for Will considerations were also extremely helpful. Highly professional service and advice.”

— 

Tony Honeyborne

“I needed to update my Will and was guided smoothly and expertly by my Lawyer. I knew I would be looked after by this company.”

— 

Judith Rowe

Get in touch

When you contact us you will soon discover that we really are caring lawyers who will always be ‘on your side®’.

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Office
Suite 2, 40 Montclair Ave, 
Glen Waverley, Victoria 3150
Postal address
PO Box 265, Glen Waverley, Victoria 3150
Phone
1300 205 506
Email
sp@sharrockpitman.com.au