As a general rule, we consider everyone should have a will.
However, a will by itself is not enough – our approach is wholistic and covers the broader estate planning and business succession process which aims to cover things like your family trust, your business and your superannuation.
We have the privilege of assisting some of Australia’s wealthiest families pass on their wealth.
We can assist you with:
- Your will.
- Testamentary trusts.
- Enduring power of attorney.
- Appointment of enduring guardianship.
- Business succession.
- Amendment of trust deeds.
- Superannuation death benefit nominations.
We have the privilege and solemn task of assisting our clients apply for probate after a loved one or friend has died.
Although some institutions are willing to deal with an executor without receiving a grant of probate, if you intend to sell land or deal with any significant asset, you as executor need to obtain a grant of probate.
We are well versed and experienced in the Supreme Court’s strict application requirements and aim to provide the most cost-effective service no matter the size of the estate.
We can assist you with.
- Advising executors whether probate is necessary.
- Applying and obtaining a grant of probate.
- Dealing with institutions such as banks, share registries and nursing homes.
- Preparing deeds of settlement, indemnity and release.
- Assisting executors with estate administration.
- Assisting with the sale of assets such as land.
