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Estate Planning and Estate Administration

Estate Planning and Estate Administration

It’s the not the easiest subject to bring up at the dinner table. But the unfortunate truth is that everyone runs out of time eventually.

Time is a great teacher, but unfortunately it kills all its pupils - Hector Berlioz

One of the greatest things you can give yourself is “peace of mind” that your loved ones will be looked after and your assets dealt with according to your wishes. Our Wills and Estates Team can assist you in all your succession planning including wills, powers of attorney, appointments of enduring guardian and advance care directives.

When the unthinkable happens, attending to the administration of the estate can be very challenging with a lot of complex paperwork and sometimes family disputes. From start to finish, administration can sometimes take anywhere from six (6) months to several years depending on the nature of the assets, the age of the beneficiaries and whether any disputes arise.

Our Team can help you deal with the necessary steps, sometimes by avoiding the need to apply for Probate, to administer the estate as quickly and efficiently as possible to relieve you and your family during your time of need.

Some specific areas of expertise include:

  • Reviewing Aged Care residency agreements.
  • Preparing Wills including complex testamentary trusts, Powers of Attorney & Appointments of Enduring Guardian.
  • Acting in relation to grants and reseals of probate.
  • Assisting with estate administration including assets in foreign jurisdictions.
  • Advising in relation to non-estate assets, such as superannuation death benefits.
  • Providing advice on the use of testamentary trusts, executor and trustee duties.
  • Acting in Estate litigation, such as Family Provision Claims, Constructive Trust claims etc.

If you have any queries or wish to discuss any of the above with us, please don’t hesitate to contact us.

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