Comprehensive Estates Law Advice & Implementation Services

We provide a comprehensive Estates Law Service. Consequently our service scope and costs depends on your requirements and directions to us. However a fixed fee quote is available for our service. We can identify what is requred through interview with you and advise a fixed fee in writing.

We have substantial experience of advising and implementing comprehendive and reliable estates advice and arrangements for business persons and investors.

  • We have acted for owners, controllers and family members related to large business and investment groups.
  • We also have acted for single persons with one asset requiring certainty when in a blended family circumstance.
  • We have acted for clients in many different circumstances in between the two extremes of these examples. 

Often the following service process is needed for business persons and investors:

1. Review of current arrangements: 

Review and subsequent advice for passing of control and ownership of assets, with a view to effectiveness, including review of:

  • ASIC register
  • Company Constitution
  • Trust Deeds
  • Property Title
  • Relevant legal documents
  • Advice for passing control of an estate and related assets including controlled assets on company(s), trusts and superannuation etc. Before and after deceased.

2. Implementation of advice through preparation of:

  • Wills
  • Testamentary Trusts
  • Mortgages
  • Caveates
  • Powers Of Attorney & Registration
  • Enduring Powers of Attorney & Registration
  • Binding Death Benefit Nominations
  • Loan Agreements

And includes provision of all probate administration on death services - including communication with tax accountants and stakeholders - ensuring your arrangements are implemented.