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Business succession planning

Business succession planning

Your business, beyond you: Succession planning that works

What happens to your business when you’re no longer running it? Whether you’re preparing for retirement, planning for unexpected events, or ensuring a smooth handover, a solid business succession plan safeguards your legacy.

Without one, your business could face legal disputes, tax burdens, or even financial instability. Let’s ensure your hard work carries on.

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. Your Will may not be enough. 

Book a consultation today to safeguard your business for generations to come.

our services

Work with Perth's leading estate planning lawyers

Unlike many other firms, for us, Wills and Estate Planning is our core focus. Our team specialises in comprehensive estate planning and will ensure your Will isn’t just legally valid but strategically designed for maximum benefit.

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.

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 take the time to understand your family, assets, and goals.
01
Diagnostic service
If you have a business, trust, company or SMSF, we will craft a plan that aligns with your wishes while maximising protection.
02
Document preparation
With our advanced technology, we draft and finalise your Will efficiently.
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.

At Perth Wills Centre, we help business owners:

Create a clear succession strategy.

Minimise tax implications while protecting your family and preserving your legacy.

Protect your business from legal and financial risks.

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Testimonials

What our clients say

I feel relaxed. I was treated with respect and my solicitor (Sean) was great! I would recommend him.
Perth Wills centre client
March 18, 2025
Professional, patient and very helpful! Thank you very much for the assistance and making this a stress-free experience.
Perth Wills centre client
March 18, 2025
Thank you, Sean. You made our Wills change experience easy. Sean was informative, professional, and very patient! Thanks again.
Mr L.S and Mrs T.S
December 4, 2024
Lucy was wonderful. In particular, she suggested a solution for my estate and did the research to add a phrase I wanted into my Enduring Power of Guardianship. Great experience and very worthwhile.
Mrs O
November 9, 2024
Thanks for today Michael. We really appreciated your assistance and kind and approachable demeanour.
WA financial planner
October 31, 2024
Booking process was very good with useful references & information. Highly professional support & service, very cIear explanations & answers to any questions. Thanks for the excellent services.
August 12, 2024

Meet our team

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

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……
Legal Practitioner Director
Lucy leads our non-contentious Wills and estates team to provide easy to understand succession and estate administration advice. As well as practising law, she brings together people, technology and processes to design and deliver our innovative legal services. Lucy,……
Lawyer
Sean is a dedicated lawyer within the wills and probate team, specialising in guiding 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……

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.

Make an appointment

Arrange a consultation with one of our friendly and experienced team members.

Let us contact you

We will respond to your online enquiry promptly.

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Our plain-English guide Help with the difficult questions so you can stop procrastinating and make your Will has comprehensive and practical guidance to help you get your affairs in order.