Wills and Estate Planning

Nobody likes to think about it too much, but inevitably one day you will have to leave your business or farm, whether by selling up, retiring or leaving for health reasons. It is very important to have a succession plan in place that makes the transition easy not only for yourself but also for your family or employees and minimises the chances of the business or farm having to be sold up when you leave.

Estate planning goes beyond drafting a will – it includes:

  • The assessment of assets
  • The assessment of likely taxation
  • Advice regarding the possibility of claims against the estate by third parties
  • The protection of assets

Estate planning is an active process of re-evaluating the estate when circumstances in life change, such as:

  • Newly married couples or those divorcing
  • 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

A successful plan is made involving all family members as it will take into account not only provisions for your retirement income but also the plans, aptitudes and existing assets of younger generations. Contact us to find out more or to arrange an appointment to discuss your estate.

Frequently Asked Questions

Why Choose Us?

As lawyers, we are trained in all aspects of property law but also provide a full legal service. For example, we are qualified to provide the legal advice often required by lenders on signing of the Mortgage documents. Generally, when we are handling the Conveyancing for you, we will provide this advice at no additional charge. We are also available to provide this service to clients that do not use our services for the Conveyancing (for example, a Conveyancing Company that is not qualified to provide legal advice on Mortgage documents), with charges at our standard hourly rates.

We recommend that when purchasing property you review your Will. We will review your existing Will at no charge and also offer a discount on new Wills when we handle the Conveyancing for you.

Meet our Wills and Estate Planning Team

Jo McCormack
Jo McCormack
James Ryan Dwyer Legal
James Ryan
Isaac Mahoney-Kendall
Isaac Mahoney-Kendall

Contact Us

67-69 Kepler Street Warrnambool VIC 3280
03 5562 1044