Estate Planning

Wills, powers of attorney, succession, aged care. Protect what matters most and plan for what’s next.

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No one wants to think about dying or losing capacity. But if you don’t plan for it, your family will be dealing with your mess at the worst possible time.

When estate planning becomes urgent

Most people put off estate planning because thinking about death or incapacity isn’t pleasant. But delaying it creates massive problems for your family when something goes wrong.

You need estate planning if you’re in one of these situations:

You have kids (especially young kids) and no will in place to say who looks after them if something happens to you
You own property, have super, or have any assets worth protecting, and you’ve never updated your will or don’t have one at all
You’re in a blended family and need to make sure your estate is distributed fairly between your current partner, ex-partners, and children from different relationships
Your parents are ageing and you’re worried about what happens if they can’t make decisions for themselves – medical, financial, or living arrangements
You’ve had a health scare or major life change (divorce, remarriage, business sale) and realised your old estate planning documents are completely outdated or don’t exist

Estate planning isn’t just about wills and death. It’s about making sure someone you trust can make decisions if you can’t, protecting your assets from unnecessary taxes or family disputes, and ensuring your wishes are actually carried out instead of being decided by lawyers or the government.

Let’s Talk About Your Situation

What estate planning covers

When we help you with estate planning, here’s what we address:

Wills and testamentary trusts

We’ll help you create or update your will to ensure your assets go where you want them to, guardianship for kids is sorted, and your estate is structured tax-effectively. For complex situations, we’ll recommend testamentary trusts to protect assets and minimise tax.

Powers of attorney

We’ll make sure you have enduring powers of attorney in place – financial and medical – so someone you trust can make decisions if you lose capacity through illness, injury, or dementia. Without these, your family will need to go to court.

Business succession planning

If you own a business, we’ll help you plan what happens to it when you retire, become incapacitated, or pass away. This includes buy-sell agreements, succession to family or partners, and ensuring business assets are protected.

Aged care planning

We’ll help you prepare financially for aged care – whether for yourself in the future or your parents right now. This includes Centrelink aged care assessments, accommodation bonds, protecting the family home, and structuring assets to minimise aged care costs.

Blended family planning

Blended families need careful estate planning to avoid disputes. We’ll help you structure your estate so your current partner is looked after, your kids from previous relationships aren’t disadvantaged, and everyone knows what to expect.

Superannuation death benefits

Your super doesn’t automatically go through your will. We’ll make sure you have binding death benefit nominations in place so your super goes to the right people, tax-effectively, without delays or disputes.

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How we help with estate planning

Understand your situation

We’ll talk through your family structure, assets, business interests, concerns about incapacity or aged care, and what you want to happen to your estate. This gives us the full picture of what needs protecting and planning.

Identify gaps and risks

We’ll review any existing wills, powers of attorney, super nominations, and business agreements to identify what’s missing, outdated, or problematic. Most people are surprised by how many gaps exist in their current estate planning.

Create your estate plan

We’ll work with you (and your lawyer where needed) to create or update wills, powers of attorney, binding death benefit nominations, and any trust structures required. Everything will be explained in plain English so you understand what you’re signing.

Review and update regularly

Estate planning isn’t a one-off task. Marriages, divorces, births, deaths, business changes – your estate plan needs to be updated when your life changes. We’ll remind you to review it regularly and help you make updates as needed.

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Real estate planning situations we’ve solved

Here’s an example of how estate planning has protected our clients and their families.

Note: This is an illustrative example only. Outcomes vary and shouldn’t be relied upon as financial or legal advice.

Case study

A couple in their 30s with two young children had never made a will because they thought they were too young to worry about it.

When we asked who would look after their kids if something happened to both of them, they realised they had no legal plan in place. We helped them create wills that appointed guardians for the kids, set up testamentary trusts to protect inherited assets, and established powers of attorney.

Six months later, the husband had a serious car accident. He recovered, but they were grateful the estate planning was already done.

25+ years of experience

Local Financial Partner

Proud FAAA Member

Ready to protect what matters?

Book a free first meeting to talk through your estate planning needs and make sure your family is protected.

Book a Free Meeting (03) 5444 5200