Wills and Estate Planning

We recommend that all of our clients should hold a valid Will, regardless of age, level of assets or relationship status.  Having a Will ensures that someone has been legally appointed to deal with your assets on your death and that those assets are distributed in accordance with your wishes.

Our team are regularly met with responses such as “you made the process so easy”, “I should have done this a long time ago” and “I’m so glad we’ve done this now”.  Let us guide you through the process and get this task off your to do list.

Our discussion will include:

  • the assessment of your assets
  • protection of your assets
  • advice regarding the possibility of claims against the estate
  • appointing Executors and Guardians
  • giving effect to your wishes
  • business and family farm succession planning
  • superannuation and binding nominations
  • testamentary trusts (if required)
  • options for blended families

We also recommend reviewing your Wills as circumstances in life change, such as:

  • newly married couples or those separating
  • a change to the family’s asset pool
  • a change in working conditions such as the buying or selling of a business
  • changes to superannuation, insurance policies or taxation levels
  • the establishment of discretionary trusts
  • the death of a loved one

Contact us to find out more or to arrange an appointment to discuss your estate.

Frequently Asked Questions

Review our FAQs

Meet our Wills and Estate Planning Team

Jo McCormack
James Ryan
Ebony Reynolds

Contact Us

67-69 Kepler Street Warrnambool VIC 3280
03 5562 1044