Comprehensive Estates Advice & Implementation

Estates Law Advice & Implementation

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 comprehensive 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.

We're here when you need us.

To request an appointment with an Accounting, Law or Investment Client Service Manager, please fill out the form or Call: 1300 797 858.

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