‘My husband and I would like to thank you for the positive experience Alicia gave us in preparing our family’s Wills which were carried out with such professionalism. We highly recommend their services.

— Rowena Thompson

We offer:

Wills;
Enduring Powers of Attorney;

Appointments of Enduring Guardians for our NSW clients.
Advanced Health Care Directives;
Estate Administration, Probate and Letters of Administration.

We welcome you to our city office or we can travel to you, particularly if you are elderly, unwell or unable to come to us.

Wills

You cannot underestimate the benefit of a properly drafted and valid Will, not only for your own piece of mind, but for your loved ones who will ultimately be tasked with the often already emotional and difficult process of administering your estate.

A Will gives you control over who will look after your Estate and who will receive your hard-earned assets, no matter how minimal or substantial they are when the requisite time comes.

We can advise you on:

The qualities of a ‘good’ executor so that you can make an informed decision when choosing who to appoint in this important role;
Who may have a claim on your estate;
Estate planning for blended families;
When your Will might be revoked or partly revoked;
The assets that will form part of your estate and those which may not;
Options for dealing with international assets;
How to protect your digital assets, including social media and email accounts;
How to protect your children’s inheritance in the event they are minor children at the time of your death;
Appointing guardians for any minor children;
Establishing trusts, including disability trusts and protective trusts where appropriate;
Binding Death Benefit Nominations to ensure your Superannuation goes to the person or people you wish to receive it and left to the Trustee of your superannuation fund to decide.

We can also refer you to accountants and financial advisers within our professional networks to ensure that any financial effect of your estate planning, for example where a beneficiary’s inheritance has the potential to affect a pension or entitlement can be carefully considered in the context of your Will.

There is no cultural or language barriers to our ability to serve you in relation to your estate planning. We have access to a comprehensive network of translators and interpreters to help us help you.

We charge set fees for our Wills and Enduring of Power Attorney packages. For complex matters involving blended families or trusts, we charge at our hourly rates or can assess your matter to provide a more accurate estimate of fees following your first consultation.

Don’t leave your estate to chance, contact us to find out how we can help you with your estate planning.

Enduring Powers of Attorney

An Enduring Power of Attorney (“EPOA”) is one of the most important documents you can make. In the event you cannot make decisions for yourself, your attorney can make decisions on your behalf in relation to financial and property, medical, personal care and medical research matters.

We can advise you in relation to:

The duties and obligations of your attorney, which can assist you to make an informed decision about who to appoint in this important role;
Options for tailoring your EPOA to meet your particular needs and circumstances;
When it may be appropriate to revoke and remake your EPOA;
When your EPOA may be automatically revoked; and
Options for when your EPOA can take effect.

We offer set fees for our Wills and EPOA packages. Contact us to find out more or to make an appointment with our experienced Wills and Estate Planning lawyers.

Appointments of Enduring Guardians

While in the ACT, financial and property, medical, personal care and medical research powers are dealt with in an Enduring Power of Attorney, in NSW and in some other states and territories, financial and property matters are dealt with in an Enduring Power of Attorney (or Power of Attorney) while medical, personal care and health related matters are delegated to a Guardian by way an Appointment of Enduring Guardian.

Our Wills and Estates team is experienced in all aspects of estate planning, including in relation to Appointments of Enduring Guardians. Contact us for more details about our estate planning packages.

Advanced Health Care Directive

An Advanced Health Care Directive can be a highly useful tool to complement your estate planning. This document can provide simplistic or comprehensive guidance for your attorney when making medical and personal care decisions and assist your medical or residential aged care team to understand your wishes.

This can assist your loved ones to have the confidence that the decisions they are making are the decisions you would want them to make.