If you have a business, company, family trust or SMSF, it is essential that you put in place proper succession planning for that entity when you die. Assets owned by another legal entity that you control will not form part of your estate on your death, and therefore can’t be given away in your Will.
The entity will continue to exist following your death and your death will bring an end to any personal rights you have to control the entity, for example as a trustee or director.
As part of your estate planning, it is essential to make sure:
- the right people gain control of the entity and understand your wishes; and
- where possible, the right people receive ownership of the assets.
Our lawyers will work with you to develop a business succession and estate planning strategy to help you get your affairs in order.
What's involved?
Our estate planning process includes a comprehensive diagnostic service where we:
Review the succession planning for all of your related entities.
Develop a strategy to deal with assets you own or control in a way that will minimise tax, protect your family and preserve your legacy after you die.
Prepare a comprehensive written plan, your Will and related documents you need to carry out to your wishes.
Our estate planning process
Initial consultation
Diagnostic service
Document preparation
Document signing
Store your Will
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How we can help you
Let’s start by understanding your needs – book a consultation to get started.
Testamentary trust Will
From $3,000 single / $4,000 partners
Need a testamentary trust? Start by booking an estate planning conference with one of our lawyers. We’ll help you understand how a testamentary trust will benefit your family and will give you a tailored, fixed-price quote.
Business succession diagnostic advice
From $2200
We’ll help you to develop a written strategy to deal with assets you own or control in a way that will minimise tax and protect your assets and preserve your legacy after you die.
Start by booking an estate planning conference with one of our lawyers.
Estate planning conference
$440
Start with a consultation where we’ll develop an estate planning strategy to help you get your affairs in order. After the consultation we will give you a fixed price quote for the preparation of your Will, testamentary trusts and any other documents you need to give effect to your wishes.
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Why choose us
01.
We make it easy for you
Our experienced lawyers offer practical guidance at every step. We’ll help you develop an estate plan tailored to your needs.
02.
Friendly and efficient service
We’ll anticipate your needs and exceed your expectations. Read what thousands of our happy clients say.
03.
Fixed prices
Whether you need a simple Will or a comprehensive estate plan, we’ll give you a fixed price quote in advance.
