Estate and Succession Planning

Our Estate Planning Team prides themselves on providing expert advice with a professional and personal approach to our clients’ needs.

Our team of Estate Planning lawyers, have many years of combined experience and are skilled in ensuring our clients have a holistic understanding of their Estate Planning. There is no matter too small or too big for us!

Our team also understands the sensitive and difficult nature of assisting clients who have lost a family member or friend and who are left to finalise their Estate. It is, without doubt, a daunting and emotional time, and it is paramount to our team that our clients feel respected and valued throughout the entire process.

There are also situations where our team is required to provide advice in relation to challenging a Will or defending a Will. This area of law is generally referred to as ‘Family Provision Claims’. Again, our team can provide comprehensive and strategic advice to finalise and settle Family Provision Claims with a timely and cost-effective outcome.

We offer many services and can provide advice in all areas of Estate Planning, Estate Administration and Family Provision Claims, including:

Estate Planning

  • Wills
  • Testamentary Trusts
  • Special Disability Trusts
  • Powers of Attorney
  • Appointments of Enduring Guardian
  • Asset Protection
  • Superannuation
  • Family Accommodation Agreements

Estate Administration

  • Probate
  • Letters of Administration
  • Administration and Distribution of Estates
  • Estate Advice
  • Informal and Revoked Wills
  • Construction and rectification of Wills

Family Provision Claims

  • Challenging a Will
  • Defending a Will
  • Informal Settlement Conferences
  • Mediation
  • Hearings

There is no fee charged for safe deposit of Wills.

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Sydney Office:
Level 3, 10 Bridge Street
Sydney NSW 2000

Ph:+61 2 9299 2223

Cowra Office:
125 Kendal Street:
Cowra NSW 2794

Ph:+61 2 6342 1000