Sometimes a simple Will isn't enough. To protect your legacy, it's important to get the right advice and plan properly.
Estate planning is about developing 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.
We’ll help you understand how your assets and entities will be dealt with when you die and prepare documents you need to carry out 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 wish to leave someone out of your Will. We’ll use an estate planning conference to discuss your options ahead of preparing your Will.
If you’re unsure which service is right for you, read this information sheet, use our online tool to Find your solution or contact us.
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 services
How we can help you
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.
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.
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.
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.
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
FAQs
Testimonials
What our clients say
Meet our team
Legal Practitioner Director
Legal Practitioner Director
Lawyer
We make it easy to make your Will
Don't put it off any longer
Your Will gives your family certainty about your intentions. It will also save them inconvenience and expense at a time when they are most vulnerable.
