Trusts, Wills and Estates
We can advise you on whether a Trust is right for you and how to manage your assets. We regularly assist clients with advice and creation of family Trusts.
We can help you understand:
- Whether a Trust is right for you
- Who to appoint as Trustees and how
- How to structure your Trust
- How to simplify an existing Trust
Wills and Estates
We can help you with all matters to do with Wills and estate planning, including how to minimise the risk of any claims on your estate when you pass away.
A Will is essential for all adults and especially those with children. We guide you through the important process of making a Will – answering your questions about when to make one, who to name as beneficiaries and who to appoint as executor.
We have also worked with clients going through the process of challenging a Will.
Enduring Power of Attorney
An enduring power of attorney (EPA) is a legal document that sets out who can take care of your personal or financial matters if you cannot. It appoints one or more people you trust to make decisions for you regarding your care and well-being, or your personal property. In the event of an illness, accident or age-related disease, your appointed person (attorney) can make decisions for you, giving you and your family peace of mind.
If you do not have an enduring power of attorney in place and you are unable to manage, your family would need to apply to the Family Court to have someone appointed as a welfare guardian and/or property manager. This can be expensive and time-consuming and the Court may not appoint the person you would have chosen.
Contact Steve or Simon to discuss Trusts, Wills and estates or enduring power of attorney.