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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. 

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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. 

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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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