Wills, Trusts, Powers of Attorney and Estates

Wills, Trusts, Powers of Attorney and Estates

We have deep experience looking after older individuals and their families. Our firm provides comprehensive services in succession planning, enduring powers of attorney, wills, and estate administration to ensure our clients’ wishes are respected and their loved ones are protected.

Succession Planning, Asset Protection and Trusts

Succession planning is more than just drafting a will. It involves structuring the transfer of assets, managing trusts, and considering tax implications. We advise on the creation and management of family trusts and work closely with clients and their accountants to develop plans that reflect their goals and family dynamics, providing peace of mind for the future.

Enduring Powers of Attorney (EPAs)

An Enduring Power of Attorney (EPA) allows a trusted person to make decisions for the person granting the power to them, in the event they become incapable themselves. EPAs cover both personal care and welfare and property affairs. We guide clients in creating EPAs, ensuring that the chosen attorney’s powers and those of any substitute are clearly defined, from  healthcare decisions to handling property matters.

Wills and codicils

A will ensures the proper distribution of assets and other matters like the appointment of executors, guardianship of minor children, donation of organs and burial or cremation wishes after death. We offer expert advice on drafting and updating wills, ensuring they meet all legal requirements. Regular updates to your will ensure it reflects any changes in your family or financial situation. Where an existing Will is amended this is called a “codicil”.

Estate Administration

The administration of an estate after a loved one’s passing can be an emotionally charged time. We assist executors and beneficiaries with probate, asset distribution, and resolving disputes. Our team ensures that legal and tax obligations are met, providing compassionate support throughout the process.

Dispute Resolution

Family disputes over wills, estates, or powers of attorney often arise. Sometimes these may involve questions of unequal distributions of assets and the Family Protection legislation may impact on rights. We provide expert dispute resolution services, aiming to resolve conflicts through negotiation or mediation. If necessary, we represent clients in court to protect the interests of all parties while respecting the deceased’s wishes.

In Summary

Our practice offers comprehensive services in succession planning, trusts, powers of attorney, wills, and estate administration, providing peace of mind that wishes will be honoured.