Estate Planning

Estate Planning involves organising your affairs so that your wishes are carried out after your death. Some people only need a simple will in order to achieve this. Most people, however, either need or could benefifit from a comprehensive estate plan drafted by an estate planning lawyer, preferably one with expert qualifications, such as membership of the STEP.

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 about to enter into a new relationship, particularly one where one or both of you brings assets and children to the relationship;
  • you have shares or other interests in a private company, self-managed superannuation fund, or a family trusts;
  • your tax affairs are complex and you wish to minimise the tax liability of your estate.

An estate planning lawyer is able to help you develop an appropriate estate plan to ensure that your wishes are carried out in the 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 or contact us now to start the process.

Click here to view our Estate Planning video and Questionnaire