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.
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 team of Wills and Estates Lawyers comprises Caroline Jeanne, Dan Saunders and Amy Landberg. 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.
Based in Glen Waverley in the eastern suburbs of Melbourne, our offices are easy to access, with free parking directly across the street. Click here for a map.
In the meantime, here’s some useful information to assist you:
When it comes to wills & estate planning, we are: