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Estate planning is not just “writing a Will”. It’s a life & death plan to protect you, what you've built and those you leave behind. Designed to ensure your wishes are carried out, your estate is maximised, the people (or causes) that matter to you are protected and taken care of.
So that your money, care and legacy are handled the way you want, without confusion, delay or unnecessary Court proceedings.
We can help you put a tailored estate plan in place to prevent all of it, protecting your loved ones, your wishes, and your legacy.
What you need depends on your assets, your family structure, and the protections you want in place. Some people come in thinking they need a simple Will, while others ask for a Testamentary Trust from the start.
To give you the right advice and documents, we need to understand your goals, your people, and what’s at stake.
That’s why we begin by getting to know you—before setting a strategy and developing a plan.
This isn’t a generic form-and-forget process, but it is as easy as 1, 2, 3.
We’ll ask about:
Once you’ve submitted the intake, you’ll be invited to book a meeting with
a lawyer.
That’s where we assess your goals, flag any risks and walk you through the right structure, whether that’s a Will, Testamentary Trust, Enduring Power of Attorney, Advance Health Care Directive, a Binding Death Benefit Nomination, any other documents or a combination of those documents.
Once you’ve given us the green light to go ahead with the next steps, we begin drafting your estate plan.
This includes preparing the relevant legal documents based on what we discussed in your meeting.
Once it’s ready, we’ll walk you through it and arrange for signing.
Never worry about losing your originals or wondering where your documents are. We store them securely and make them accessible when needed, so your Executors and Attorneys aren’t left scrambling.
Make sure the right people know what exists, where it is, who to call, and what to expect. You’ve found the right place for clear estate planning advice tailored to your wishes, assets, and loved ones—so everything’s handled your way, without confusion or Court delays.
