Estate Planning

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.

Wills & Estate Lawyers

Our team of Wills and Estates Lawyers comprises Mitchell Zadow and Caroline Jeanne. 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 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:

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“My legal needs were simple, but the service was excellent and I felt valued as a customer.”
—Julie Savedra
“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.”
—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.”
—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