Estate Planning

Estate Planning involves organising your affairs so that your wishes are carried out after your death. Most people will only require a simple will in order to achieve this. However, if your affairs are complex, you may require a comprehensive estate plan.

When Should you Consider Estate Planning?

You may require comprehensive estate planning services if—

  • you have substantial assets;
  • the personal circumstances of your beneficiaries are complex (for example, you have beneficiaries with special needs – see this blog post on point);
  • you get divorced – a perfect time for estate planning (see, for instance, this blog post on point);
  • you are involved in complex business structures such as companies, self-managed superannuation funds, or family trusts;
  • your tax affairs are complex and you wish to minimise the tax liability of your estate.

Our lawyers are able to help you develop an appropriate estate plan to ensure that your wishes are carried out in the simplest and most efficient and tax-effective way possible.

Fixed Fee

Although we would usually prepare an estate plan on the traditional billing basis (hourly rate), we can also do so for a fixed fee. Click here for details.