Estate Planning

Ensure your family's future with our expert estate planning services. We guide you through creating a legally sound will, establishing trusts, and setting up powers of attorney and enduring guardianships. Protect your assets and provide peace of mind for your loved ones. Let us help you navigate the complexities of estate planning with confidence.

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Last Will and Testament

Your Will

A will is essential to ensure your wishes are honoured after you’re gone. It allows you to decide how your assets are distributed, who will care for your children, and who will manage your estate. Without a will, your estate may be divided according to state laws, which may not reflect your desires.
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Attorneys

Power of Attorney

An Enduring Power of Attorney in NSW is crucial for safeguarding your financial and legal interests if you become unable to make decisions yourself. It allows you to appoint someone you trust to manage your affairs, ensuring your wishes are respected and your assets are protected.
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Guardianship

Enduring Guardianship

An Enduring Guardianship in NSW ensures that your personal, lifestyle, and health decisions are made according to your wishes if you lose capacity. By appointing an enduring guardian, you choose someone you trust to make critical decisions about your care and well-being. Without this safeguard, these decisions may be left to the courts or others who may not know your preferences.
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Probate

Probate and Administration

Probate and administration is the process that is usually followed to deal with a person's assets following their death. An Executor under a will needs to apply for a Grant of Probate (or Letters of Administration) before they can deal with the assets of the deceased. Administration of a deceased estate occurs after a Grant of Probate has been issued and is when the assets are given to beneficiaries in accordance with the terms of the will.
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FAQs

01.
What is estate planning, and why is it important?
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Estate planning involves creating legal documents, like wills, powers of attorney and enduring guardianships, to manage your assets and ensure your wishes are followed after your death or in the event you lose capacity to make decisions for yourself. It is crucial for protecting your loved ones and minimising legal complications.

02.
What happens if I die without a will in NSW?
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If you die without a will (intestate), your assets are distributed according to NSW intestacy laws, which may not align with your wishes. This can lead to delays, increased costs, and potential disputes among your heirs.

03.
How often should I update my will?
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You should review and update your will after major life events, such as marriage, divorce, the birth of a child, or significant changes in your financial situation. Regular updates ensure your will reflects your current wishes.

04.
Why do I need an Enduring Power of Attorney and Enduring Guardianship?
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These documents ensure that your financial, legal, and personal decisions are made by someone you trust if you lose capacity. They provide peace of mind and assist to help prevent legal complications during difficult times.

05.
What is the role of an Executor, and how do I choose one?
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An Executor is responsible for managing your estate, paying debts, and distributing assets according to your will. Choose someone trustworthy, organised, and capable of handling legal and financial matters.

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