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It’s natural to worry about who will take care of your affairs in cases of serious illness, or what happens to your assets in the event of your death. By ensuring you have an up-to-date and valid Will and Power of Attorney/Guardianship in place, you can gain certainty and peace of mind that you and your loved ones will be taken care of according to your wishes.
Simple Wills ($400.00 inc GST): Standard Husband & Wife Wills with gifts to each other, their children, and grandchildren.
Enduring Power of Attorney ($400.00 inc GST)
Enduring Guardianship ($400.00 inc GST)
Complex Affairs: For more complex circumstances involving Testamentary Trusts, companies, business partnerships, blended families, etc – fees will be determined following a review of the estate’s assets and discussion with the client.
With offices in Newcastle, Toukley, Maitland, Edgeworth & Port Macquarie our team are here to help you with affordable and approachable estate planning services.
Proper Estate Planning is one of the most important financial steps you can take and one of the most important aspects of this is the creation of a legal Will. Not everyone’s circumstances are the same so everyone’s Will is going to be different.
In some circumstances, it may be appropriate to prepare a Testamentary Trust to ensure that your assets are adequately protected for your beneficiaries. This is a complex area of estate planning that requires careful and considered advice.
If you’ve never had a will, or need to update your will due to significant changes in your life such as marriage or divorce, the addition of children to the family, changes in finances, or serious/terminal illness – our experienced team of wills and estate lawyers are here to assist you.
It is equally important to appoint someone to make decisions about your affairs on your behalf, in the event that you are no longer capable to do so yourself. Enduring Power of Attorney and Enduring Guardianship are legal documents that nominate a trusted person to make legal, financial, medical, and lifestyle decisions on your behalf should you be incapacitated or otherwise unable to do so.
Properly prepared and executed Enduring Power of Attorney and Enduring Guardianship documents will be explicit in expressing your distinct wishes and ensuring your best interests are protected. You can specify what kind of decisions your guardian can make and you can also direct your guardian on how to carry out those decisions.
Our team of experienced Wills and Estate lawyers will advise and guide you through the Enduring Power of Attorney and Enduring Guardianship appointment process with care and consideration. Ensuring your wishes are formally recognised through these documents and that you completely understand the terms you are agreeing to.
In accordance with the Succession Act 2006, eligible persons have the right to seek further provision from the deceased person’s estate – if they can prove they have not been provided for adequately. If the Court rules in their favour, this can result in the person becoming entitled to, or given a larger portion of the estate’s assets than they were given in the original Will.
Common reasons a Will may be contested include
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