Protect the future financial security of your loved ones when you are no longer around. We will carefully consider your unique circumstances.

Wills and Powers of Attorney

A comprehensive estate plan provides certainty over what happens to your assets which you have worked so hard to create, when you die. It starts with making a will to clearly state all your wishes and intentions in the distribution of your estate. Part of your estate planning should also include Powers of Attorney.

Whether you require a General or Enduring Financial/Personal Power of Attorney, or Medical Power of Attorney, we have the experience and attention to detail to prepare Powers of Attorney that ensure your wishes will be followed and your interests protected.

We can help:

  • Draw your new will or update your existing will
  • Prepare Powers of Attorney, Financial/Personal (Guardianship) and Medical
  • Draw living wills/advance directives
  • Prepare complex wills including testamentary trusts, education trusts, dealing with existing discretionary trusts and providing for special needs in the family

Administration of Deceased Estates and Probate Applications

When the time comes for your wishes to be carried out, the professional administration of your estate will ensure the process is undertaken efficiently and effectively so there is clarity among everyone involved.

We can help:

  • Assist the executor in understanding his/her role and obligations
  • Obtain grants of probate
  • Obtain Letters of Administration (where no will exists)
  • Communicate with Government and financial entities
  • Collect assets and paying liabilities
  • Assist the Executor(s) to distribute the estate in accordance with your will to benefit your beneficiaries or to trustees appointed by you

Testator Family Maintenance (TFM) Claim

TFM claims occur when a person seeks an entitlement to a larger share of an estate having regards to his/her relationship with the Deceased. This claim arises where a provision has not been made or where better provision should have been made from an estate for a client. We will assess the merits of the claim and the likelihood of success and advise you thereon. If we believe that you have a legitimate claim, we represent you in bringing proceedings before the Court to achieve the appropriate benefit from the estate.

We can help with:

  • An assessment of your will
  • An assessment of your claim and the likelihood of success
  • Negotiations with the executor if appropriate
  • Court action if this is the only way to achieve an outcome for you

Need expert help? We would love to hear from you