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Estate planning

Estate planning

A carefully crafted estate plan today means security tomorrow.

Estate planning is about strategy, not just paperwork. We work with you to create an effective, legally binding plan that safeguards your wealth, minimises risks, and ensures your assets are passed on according to your wishes.

If you have a business, family trust or SMSF, this may include preparing a written estate plan to help your family understand your affairs. 

Estate planning advice is also helpful for blended families or if you want to leave someone out of your Will. We’ll use an estate planning conference to discuss your options ahead of preparing your Will. 

Don’t leave your legacy to chance – book a consultation today.

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At Perth Wills Centre, we help you to:

Analyse your financial position and family dynamics.

Structure your estate to protect assets and reduce tax exposure.

Prepare legally sound documents, inlcuding Wills, trusts and powers of attorney.

our services

Work with Perth's leading estate planning lawyers

Wills and estate planning is our core focus. We’ll make sure your Will isn’t just legally valid, but strategically designed to do the most for your family.

Testamentary trust Will

From $3,000 single / $4,000 partners

Considering a testamentary trust? Let’s talk strategy.

Start with an estate planning conference with one of our experienced lawyers. We’ll walk you through how a testamentary trust could benefit your family, and provide a tailored, fixed-price quote for your estate plan.

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Recommended

Estate planning conference

$440

We’ll sit down with you to understand your circumstances, your goals, and your wishes, then map out an estate planning strategy built around them.

Following the consultation, we’ll provide a fixed-fee quote for preparing your Will, any testamentary trusts, and other documents required to bring your plan to life.

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Business succession diagnostic advice

From $2200

We’ll work with you to develop a tailored estate planning strategy that helps manage the assets you own or control — with a focus on tax efficiency, asset protection, and preserving your legacy for the next generation.

Start with an estate planning conference with one of our experienced lawyers — and take the first step toward peace of mind.

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A seamless, high-quality process

We know estate planning can feel overwhelming, which is why we’ve designed our process to be efficient, thorough, and stress-free.

Consultation

We'll talk through your estate planning needs and objectives and start developing tailored succession strategies for you and your related entities. After the consultation, we'll give you a fixed-price quote for the next steps, so you know your costs before we begin.

01
Diagnostic service

If you own a business, trust, company or SMSF, we'll review each of your structures as they currently stand, identify where succession is unclear or doesn't meet your objectives, and set out a plan to ensure the right people end up in control of the right assets. 

02
Document preparation

Once you've settled on a strategy, we'll prepare the documents needed to carry out your wishes and send you the drafts to review. We'll meet with you again to answer any questions and make sure you're happy before anything is signed.

03
Finalisation and signing

We ensure all legal requirements are met, giving you total confidence in your estate plan.

04
Store your Will

We can store your Will free of charge in our in-house secure document storage facility.

05

Don't leave your legacy to chance

Call us now or book online to get started.
Book now

Frequently asked questions

A Will is one document within an estate plan. Your Will directs who receives the assets you own personally when you die. An estate plan also deals with your superannuation, anything held in a trust or a company, jointly owned property and who acts for you if you lose capacity. Ask us about our written estate plan documents, a comprehensive advice you can keep with your Will that guides you and your loved ones as to how your estate plan is structured.
Our initial consultation is a fixed price. After the consultation we’ll have a better understanding of your specific needs and will give you a tailored quote or estimate. The business succession diagnostic is priced for each entity, so what you pay depends on how many structures you have. See the current prices on the estate planning page.
We’ll talk through what you own, what entities or trusts you control and who you want to leave your estate to. We explain in general terms how a Will works alongside your superannuation, your jointly owned property and anything held in a trust or a company, so you can see where your Will reaches and where it does not. We’ll consider whether an inheritance should be held in a trust rather than paid out directly to a beneficiary and discuss how your superannuation should be directed. All of this forms the basis of your estate planning strategy. The consultation is a fixed price and we give you a tailored quote for preparing your estate plan and any documents you need afterwards.
You’ll need to bring your original photo ID (driver’s licence or passport), as well as the list below, depending on which documents you’d like to make. To make your Will, please bring an overview of your assets and liabilities, the full names and addresses of your executors and of any guardians for children under 18, plus the full names of your beneficiaries. For your enduring power of attorney (EPOA) and enduring power of guardianship (EPOG) you’ll need the full name and address of each person you want to appoint, plus anyone you want as a substitute. It helps to have spoken to them first, because everyone you appoint has to sign an acceptance before the document can be used. See the Making your Will checklist, the enduring power of attorney checklist and the enduring power of guardianship checklist.
At your initial appointment we’ll ask you for an overview of the trusts and companies you control, but we won’t analyse the documents in the meeting. After the appointment we’ll ask you for the trust deed and any deeds of variation for each family trust, plus the constitution and share register for each company. For a self-managed super fund we’ll need the trust deed and the current member statements. We cannot advise on succession for a structure without reading its deed.
Not without authorisation. An attorney under an enduring power of attorney cannot deal with property held in trust and cannot act as a company director or secretary unless authorised by the company constitution. Who steps in is set by the trust deed and the company constitution, which is why it is so important to get advice specific to your own documents.
Not necessarily. Your superannuation is held by the trustee of your fund rather than by you, so it does not automatically form part of your estate. A binding death benefit nomination directs the trustee where to pay your super when you die.
Yes, you can change your Will and estate plan while you have capacity. You can make a new Will at any time and the enduring powers can be revoked and replaced. We recommend reviewing your plan whenever you marry, separate, divorce, have a child, sell a business or restructure an entity.

Why work with Perth Wills Centre?

From simple Wills to complex asset protection, we deliver solutions you can trust.
01.
Estate planning done right
No shortcuts, just carefully considered legal strategies.
02.
Wills on-the-spot

For those who need a fast, efficient, and legally sound Will.

03.
A refined, streamlined process

We deliver convenience without cutting corners.

Free info guide

Help with the difficult questions so you can stop procrastinating and make your Will

Our free guide has comprehensive and practical guidance to help you get your affairs in order.

  • 10 things to consider when making your Will
  • Practical estate planning guidance
  • We'll help you answer the difficult questions
download my instant free copy
Testimonials

What our clients say

You know, making a will has been at the top of my ‘To Do’ list for at least 10 years and I’ve been putting it off because I haven’t known how or where to do it. Lucy made that whole process so easy and stress free.  I can’t believe it was so simple in the end.
Mrs N - Perth Wills Centre Client
July 1, 2026
I found Curae very professional and caring making my Will with the recent passing of my late Husband. I’d like to thank Lucy for her compassion, kindness and friendship she showed me.
Ms B - Perth Wills Centre Client
June 17, 2026
I entrusted Curae Law “ Michael” to write up my will. It was a very easy process and Michael explained it to me in detail. I would highly recommend this law firm!
Ms O - Perth Wills Centre Client
May 28, 2026
Thank you Michael, Your one hour meeting provided me with a wealth of information I’d been searching for, for over the last six months.
Mr B - Perth Wills Centre Client
April 17, 2026
Every Will is so different to others clearly depending on individual circumstances going forward. Understand now all Wills, whether simple or complex need to be reviewed regularly within two years minimum, as so much can change. Work with Curae Law was very professionally presented but also simplified without future issues that can causes complications. Ongoing support will always be available to make any future changes as required. Done and successful process now. Thank you Team and Sean who managed my Will requirements.
Mr H - Perth Wills Centre Client
April 16, 2026
Hi Michael, I appreciated your thorough advice.
Ms H - Perth Wills Centre Client
April 9, 2026

Meet our team

We’re highly skilled at crafting tailored estate plans where your legacy and your family are protected. Get it done right

Michael Hodgkins
Legal Practitioner Director
Michael is an experienced succession and property lawyer and has served the Western Australian community as a legal practitioner for over 27 years at Curae Law.  Michael has represented clients, both in and out of court, in matters spanning……
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Lucy Dickens
Legal Practitioner Director
Lucy leads our non-contentious Wills and estates team, delivering clear, compassionate, and practical advice on succession planning and estate administration. Her approach combines legal expertise with a passion for innovation, making complex processes simple and accessible……
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Sean McMurdo
Lawyer
Sean is a dedicated lawyer within the wills and probate team. Sean guides individuals through the intricacies of legal matters such as wills, powers of attorney, and powers of guardianship. In the realm of estate planning, Sean offers insightful……
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Your Will shouldn't wait

Don't put it off any longer

Wills and estate planning is what we excel at. From simple Wills to complex asset protection, we deliver solutions you can trust.

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