Wills, Enduring Powers of Attorney and Estate Planning
Give the people you trust a clearer path when it matters. We help you plan your will, decision-making documents and related arrangements around your family, assets and wishes.
Plan for the people who matter to you.
A Will records how your estate should be dealt with after your death. An enduring power of attorney appoints someone to make specified financial and personal or health decisions during your lifetime. An experienced solicitor can tailor these documents, explain their limits and identify gaps, helping reduce the risk of unclear instructions, unsuitable appointments and avoidable disputes.
You do not need every answer before you get in touch. A conversation about what matters to you is a useful place to begin.
Your will: directions for after your death.
A will can name your executor and set out how you want your estate dealt with. We discuss beneficiaries, gifts, the people you wish to provide for and any circumstances that need closer consideration. Family relationships, dependants and possible claims can affect the advice.
A will does not automatically control every asset. Joint ownership, trusts, company interests and superannuation arrangements need their own consideration, with financial and tax advisers involved where appropriate.
An enduring power of attorney: decisions during your lifetime.
An enduring power of attorney can appoint trusted people to make specified financial and personal decisions in the circumstances the document and law permit. Choosing an attorney involves more than naming someone—it is worth considering their judgement, availability and ability to work with others.
We discuss the powers, when they operate and the safeguards or directions appropriate to your wishes. Capacity and proper signing requirements matter, so please raise any concerns early.
An advance health directive: your healthcare wishes.
An advance health directive can record directions about future healthcare and related arrangements. It serves a different purpose from a will and needs to be considered alongside any enduring power of attorney.
The form involves medical and legal requirements. We can discuss the legal document and how it fits with your other arrangements; your doctor can help you understand the healthcare choices and complete the medical part.
Make the plan fit your life.
A new relationship, separation, children, a death in the family, changing assets or a business interest can prompt a review. Existing documents should be checked rather than assumed to keep working as intended after a significant change.
Blended families, vulnerable beneficiaries, business structures and overseas assets may call for more detailed advice. Tell us about those circumstances so we can identify the right legal work and any other professional input needed.
Room to think, ask questions and decide.
These are personal decisions. We explain the proposed documents in plain language, give you room to ask questions, and check that the drafts reflect your instructions before arranging signing.
Proper completion matters. We explain the signing requirements, safe storage and future review; a draft or unsigned form should not be treated as an effective estate plan.
What to bring to the conversation.
Have any existing will, power of attorney or health directive handy, together with a broad outline of your family, assets, debts and relevant trusts or companies. Think about who you would trust as executor or attorney and the people you want to provide for.
Your quote will set out the document work, GST and any additional work. We can discuss a suitable starting point before you decide to proceed.
Related information
Property transfers and title changes · Fees and included work · Discuss your matter
Your estate-planning journey
A typical pathway, tailored to the agreed engagement and your documents. The order and timing can change with the circumstances.
01
Talk about the people and priorities
Explain your family, wishes, concerns and who you trust to act for you.
02
Gather the existing arrangements
Provide current documents and an overview of assets, companies, trusts and superannuation.
03
Agree the documents and advice
Discuss suitable options and confirm the drafting and advice, fees and any coordination with other advisers.
04
Review drafts and arrange proper signing
Work through the drafts, answer questions and arrange appropriate signing requirements.
05
Store safely and plan for review
Discuss storage, who needs to know and circumstances that should prompt a future review.