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.