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Wills & Estate Planning
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Who can we assist?

1

We can assist all Queensland Residents with their Estate Planning Needs.

2

A Will or Estate Plan is invaluable if you are:
  • Over 18
  • Single with Children
  • Single without Children
  • Partnered with Children
  • Partnered without Children
  • a Blended Family

3

We can assist with providing advice on how to protect inheritances to support family members with:
  • disability
  • addiction
  • family law concerns
  • insolvency risk 
  • family violence
  • elder abuse

4

We can provide advice on business succession issues, quarantining & structuring 

5

We can advise in respect of Corporate & Trust Entities 

6

We can assist with Multigenerational Enterprises
What can we assist with?
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1

Whether you are after a standard Will, or a more sophisticated estate plan, we can work with you, your accountant and financial planner to ensure your needs are met and your documents are appropriate to your circumstances. 

2

We can advise on all types of  Testamentary Trusts: Protective, Disability, & Superannuation Proceeds Trusts.

We advise on Life Interests, Rights of Reside, & different ways to structure your ownership of property.

3

We can assist with self-managed superannuation funds, death benefit nominations, and potential claimants on your superannuation & estate

4

We can advise on Capacity issues. 
Where capacity is in issue, we can advise on whether a Statutory Will may be appropriate. 

5

We can prepare & lodge for registration Ensuring Powers of Attorney & General Powers of Attorney.  We can advise on and prepare Powers of Attorney for your corporate business entities.
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