Legacy Wills and Estate

Wills & Estate Planning

Planning for your family’s future after you’re gone is a really important legal task.

If you take the time now to obtain thorough and effective Wills and Estate planning advice now you can save your family not only stress but money in what will undoubtedly be a difficult time for them.

Legacy Wills and Estates can help you by:

Writing a will for you that maximises the inheritance for your family;

Establishing Testamentary Trusts in your Wills to minimise tax, protect assets and vulnerable beneficiaries;

Advising you on your choice of Executors, Trustees and Guardians;

Minimising the risk that your will is contested and subject to litigation;

Advising you on Estate and Probate laws;

Advising in regard to estate tax (including capital gains tax and superannuation death benefit tax) and any of your other financial concerns; and

Safely store your will and other important legal documents in our secure deed storage.

Estate planning goes beyond drafting a will – it includes:

The assessment of assets and how they are owned;

An assessment of your Superannuation and any Family or other Trust Structures already in existence;

The assessment of likely taxation;

Advice regarding the possibility of claims against the estate by third parties; and

The protection of assets.

Estate planning is an active process of re-evaluating your estate when circumstances in life change, such as:

Newly married couples or those divorcing;

A change to the family’s asset pool;

A change in working conditions such as the buying or selling of a business;

Changes to superannuation, insurance policies or taxation levels;  and

The establishment of discretionary trusts. At the same time as considering your Will we strongly recommend that you also put in place plans for any future incapacity through Power of Attorney and Guardianship documents. This will ensure that if you somehow become unable to make decisions about your finances, your medical treatment or living arrangements then the person or persons who you trust to make these decisions can do so unhindered.

CLIENT PORTAL