Wills
Leave your assets, estate and legacy to your family or loved ones - simply & peacefully.
Keep it straightforward and clear with Simple Wills. Appoint an Executor, guardians for any young children, give specific gifts and otherwise divide up your estate with clear guidelines and direction.
Is it more complex than that? That's ok. Many families are. Maybe you have a blended family or a vulnerable beneficiary. Your assets might include a self managed super fund, family trust or maybe you run a business. We can help.
Another alternative to a Simple Will is a Testamentary Discretionary Trust Will which sets up one or more trusts on your death for your beneficiaries and their families. These trusts are a great estate planning tool for those with sufficiently large estates who are keen to leave their loved ones with an inheritance that offers great tax savings and asset protection from liability, bankruptcy and divorce proceedings. We advise on different strategies to best suit your needs.
“I am grateful to both Rod and to Laura. Their genuine empathy and warmth, and their impeccable professionalism are the qualities I needed, and all business is conducted in the client's home.”
— Anne E of Joondalup
