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Estate Planning
& Estates 

Plan your family's future with us. From drafting your Will to appointing your attorneys and medical treatment decision makers or guardians, we listen to your needs. 

Our Estate Planning team can keep things simple, or help you divide a farm. We can assist families with inter-generational wealth, children with special needs, self-managed super funds, and the rest that life comes with. 

We actively manage estates. When you have lost a loved one, we take the guess work out of seeking Probate, collecting and administering assets according to the Will. 

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Estate Services

1

Estate Planning

  • Wills - allowing for back-up executors, cascading gifts, burial and funeral directions, guardian appointments, life interests and data/social media access rights

  • Testamentary Trusts

  • Enduring Guardian (NSW)

  • Appointment of Medical Treatment Decision Maker (VIC)

  • Power of Attorney

  • Home and Hospital Visitation

  • Secure Storage & Chain-of-custody document management

2

Estate Management

  • Asset Protection and Funeral Advice

  • Secure Asset Collection & Trust Accounting

  • Probate & Intestacy Applications (VIC & NSW)

  • Asset sale services including estate conveyancing & share sales

  • Beneficiary Management

  • Property management advice

  • Coroner Inquiries and Assistance

  • Alternate family arrangements

  • Superannuation Claims

  • Estate Caveats

3

Dispute Resolution & Litigation

  • Part IV/Testator's Family Maintenance Claims and Defence of Claims

  • Dispute resolution including mediation and advice on apportionment

  • Court representation including asset recovery, contested Wills and capacity assessments. 

  • Insolvent Estates

  • AFCA disputes

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Meet the Team

We're here for you. 

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