ESTATE PLANNING
Estate planning
lawyers in Sydney
Estate planning with clarity, purpose and foresight. We help individuals, families
and business owners protect the people they care about and preserve what they
have built.
Every matter begins with a complimentary 15-minute Clarity Call.
Your Will is an important part of your estate plan, but it is rarely the whole picture.
A comprehensive estate plan considers who should inherit, how your wealth should pass, who should make decisions if you cannot, and how assets held through superannuation, trusts and companies will be dealt with.
Our role is to bring these pieces together into a clear and considered strategy.
A COMPLETE ESTATE PLAN
More than a Will
Documents
Wills and testamentary trusts
Enduring powers of attorney
Appointments of enduring guardian
Superannuation and binding death benefit nominations
Family trusts and succession of control
Companies and business succession
Jointly owned assets, asset protection and tax
Assets and structures
Blended families and children from previous relationships
Vulnerable beneficiaries
Potential family provision claims and other estate disputes
Family circumstances
YOUR CIRCUMSTANCES
Estate planning designed around your life
Wills and testamentary trusts
A carefully prepared Will is the foundation of your estate plan. Where appropriate, a testamentary trust can protect inherited wealth, provide for younger or vulnerable beneficiaries and may offer tax advantages.
Powers of attorney and guardianship
Estate planning also protects you during your lifetime. These documents let you choose who makes financial, legal, health and lifestyle decisions if you are unable to.
Blended families
Where there are children from an earlier relationship, a plan that seems straightforward can have unintended consequences. We help you provide for a partner while protecting the interests of your children.
Superannuation
Superannuation does not automatically form part of your estate. We advise on how your fund, any death benefit nomination and your Will work together.
Business owners
Personal estate planning and succession should be considered together. We work with you and your advisers on companies, family trusts and what happens if an owner dies or loses capacity.
Superannuation
Not sure where to start?
A complimentary 15-minute Clarity Call will help identify what you need.
OUR PROCESS
How we work
01
A complimentary 15-minute conversation to understand your situation, answer your first questions and identify the right next step.
Clarity Call
02
An in-depth meeting to understand your circumstances, priorities and concerns. We explain your options clearly and recommend the best way forward.
Strategy Session
03
We carry out the legal work and guide you through every stage with care, precision and proactive communication, so you always know what comes next.
Guidance and legal work
04
As circumstances change, we remain here to provide ongoing guidance and support whenever you need us.
Stay connected
COLLABORATION
Working with your trusted advisers
The best estate plans often require more than legal advice alone. Where appropriate, we work with your accountant, financial adviser and other professionals so that your legal arrangements fit with your financial, tax and business structures.
If you do not already have the advisers you need, we can help identify where additional specialist advice may be appropriate.