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Wills & Estate Planning
Your story is important, let’s protect it
Lead with confidence & security
A well crafted estate plan protects more than just your assets – it safeguards your family's future and gives you control over important decisions. Whether you're just starting out or have complex family arrangements, estate planning ensures your wishes are respected.
From young families to business owners, we help you navigate key decisions about asset distribution, guardianship, and financial protection. We consider everything from tax effective structures to protecting vulnerable beneficiaries, ensuring your plan works as intended.
Without proper planning, your estate defaults to government legislation. Our fixed fee expertise helps you take control, creating clear avenues for asset protection and family succession.
Asset protection,
made simple.
The choices you make today will protect your family tomorrow.
Let’s make your life’s work count.
Our Expertise
Wills & Succession Planning Advice
Standard Wills
Complex Wills incorporating testamentary trusts such as:
Testamentary discretionary trusts
Super proceeds trusts
Education trusts
Protective trusts
Trusts for minors
Life estate trusts
Special disability trusts
Strategies (asset protection, tax
minimisation, avoiding family disputes)Provision for vulnerable beneficiaries
Guidance for the executors, trustees
& guardians of minor children
Powers of Attorney
Enduring Powers of Attorney
(Financial & Personal matters)
Appointment of Medical
Treatment Decision MakerAdvance Care Directive
Tailored directions, conditions,
authorisation, & limitations
for attorneys & decision makers
Trusts, Superannuation, & Businesses
Succession of control of trusts, self-managed
superannuation funds, & businesses
Advice regarding tax effective distribution
of superannuation death benefitsSuperannuation death benefit nominations
Frequently
Asked Questions
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Where a person dies in Victoria without leaving a valid will, their estate is distributed according to the laws of intestacy set out in the Administration and Probate Act 1958 which are based on the deceased’s relationships as the date of their death. Depending on the deceased person’s circumstances, this can sometimes result in their estate passing to unintended beneficiaries. This is why it’s important to have a valid Will, to ensure your estate is distributed in accordance with your wishes and the circumstances of the beneficiaries.
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As specialists in wills and estate, we are able to consider each client’s unique circumstances and provide advice and documentation specific to their circumstances. This generally takes into account tax planning, asset protection, and minimisation of disputes, amongst other relevant considerations.
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A testamentary discretionary trust is where a beneficiary receives their inheritance on a discretionary trust created for their benefit and the benefit of their family, rather than receiving the inheritance into their personal name.
This can provide asset protection in some circumstances because the assets are not held by the beneficiary personally. This includes protection from creditors and bankruptcy if the beneficiary goes through financial difficulties. There can also be a degree of asset protection from family law proceedings if the beneficiary goes through a separation/divorce, depending on the circumstances.
This can also provide the beneficiary with the ability to split the income generated from the trust amongst their family members who are on a lower tax bracket (including their minor children), which may result in tax savings for their family.
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If you have a blended family, when undertaking your estate planning you will need to carefully consider the possible competing interests of your partner, your children, and your stepchildren (if any).
There are a number of strategies that can be used to ensure fairness and to avoid disputes in blended families. It is very important to ensure you receive appropriate legal advice to ensure you minimise the risk of dispute between your beneficiaries.
