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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.

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.

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

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.

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.

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.

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.

Testimonials

What our clients say

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
Thanks Michael, Speaking to you today was extremely helpful and has pointed me in the right direction.
Mr B - Perth Wills Centre Client
April 8, 2026
Thanks Michael for your guidance in establishing a new estate plan for our family. Your estate diagnostic is top notch and gives a very clear explanation of what is what in our estate plan. Your work is done in a thorough, efficient and effective manner. You and your team were a pleasure to deal with. Thank you.
Mr P - Perth Wills Centre Client
January 24, 2026
Hi Lucy, Thankyou for your work and outcomes. It was a pleasure working with you. I like the way you work and present the information. It is well written and clean/clear.
Perth Wills Centre Client
December 10, 2025

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, 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 for our clients…….
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……
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