Wills & Estates
It is essential that all adults have an effective Will and estate plan in place. We can help you to plan for the future, and assist in the administration of an estate once a loved one has passed.
If necessary, we can deal with inheritance claims.
Download our free Wills & Estates FAQSheet which includes pricing on all documents and common packages. If you then wish to book an appointment, you can do so here.
Over the years we have helped thousands of clients with their Wills and Estate needs, many of whom have written testimonials attesting to our service, pricing and care, and why they recommend us to their family and friends.
Not sure whether you need a Will, or would like to discuss if you need to update your Will?
Take advantage of our no-obligation complimentary telephone review.
Wills
A Will is a legal document which records what you want to happen with your assets after your death. It can also deal with other things, like appointing a guardian of your children.
Every person over 18 should have a Will. It is absolutely essential if own real estate of have children under 18, even if you are married. To make your Will appointment, click here.
Powers of
Attorney
An Enduring Power of Attorney is a document in which you appoint someone to be able to manage your financial affairs if you are unable to – the most common reasons are illness, age or accident. Even if you are married, it is still an essential document, as something may happen that affects both you and your partner at the same time.
Advanced
Care
Directives
Advance Care Directives are sometimes called a “Living Will” and provides guidance to others as to your wishes regarding your health and medical treatment. As of 1 July 2014, Advance Care Directives replaced Power of Guardianships and Medical Attorneys in South Australia.
Testamentary
Trusts
A Testamentary Trust is a trust that is created within your Will. It provides flexibility for your beneficiaries, protection of assets and taxation advantages which can mean your beneficiaries receive more of your estate than would be the case under an outright bequest.
Depending on your assets and how they are held, the returns to your beneficiaries through the taxation advantages Testamentary Trusts provide often significantly outweigh the costs of preparation.
If you think it might be worth updating your current Will to a Testamentary Trust Will, or you are unsure whether there is value in doing so, book in our complimentary telephone Testamentary Trust review here.
Probate
Probate is the process by which the Court confirms the validity of the deceased's will and authorises the executor to deal with the deceased's assets. We provide a complimentary no-obligation telephone assessment of whether probate is likely to be required for any estate, which you can book here.
*Note: You do NOT need to use the lawyer who prepared the deceased's Will. The executor can use any lawyer they choose for the probate application or any other legal services they require.
Letters of
Administration
Letters of Administration is the process by which the Court authorises someone to deal with the deceased's assets when they have died without a valid will, or the will is incomplete in some way.
We provide a complimentary no-obligation telephone assessment of whether Letters of Administration are likely to be required for any estate, which you can book here.
Inheritance Family Provision Claim
Sometimes people feel they have been been unfairly treated in a Will. The law provides for remedies for certain classes of people such as spouses, de facto partners, ex-spouses or partners, children, step-children, parent, sibling or grandparent in circumstances where they have been left with inadequate provision.
We provide a complimentary no-obligation telephone assessment of whether you are eligible to make a Family Provision claim which you can book here.