Ensure Your Legacy Lives On, Your Way.
Ensure your assets are distributed according to your wishes while avoiding probate delays and expenses.
A Will is your roadmap to ensure your assets and legacy are distributed according to your wishes. By creating a will, you eliminate uncertainty and reduce stress for your loved ones during difficult times. Our service guides you step-by-step in outlining your preferences, protecting your family’s future, and minimizing potential legal disputes.
What to Bring: A list of your assets, beneficiaries, and any special instructions you’d like to include.
On the other hand, a Trust can help you manage and distribute your assets efficiently, avoiding probate and maintaining privacy. Whether you’re planning for minor children, caring for a loved one, or protecting assets from creditors, our trust services offer personalized solutions to your unique needs.
What to Prepare: Information about your assets and your goals for protecting or distributing them.
What to Expect: A tailored plan that simplifies the process and provides long-term security for your beneficiaries.
How to Book: Schedule a consultation through our online portal or call our office.
FAQ
Do I need a will or a trust?
It depends on your goals, assets, and family situation. We can guide you through the decision.
Who needs a will?
Wills are not just for the rich or elderly. Anyone with a car, savings or sentimental items should have a will. It is estimated that only 48% of Australians have wills. Wills are necessary for anyone over the age of 18 years.
How will my will be found when I die?
Wills can be kept in a range of places – at home, bank safe custody, with your solicitor, financial planner or accountant.
We recommend when you make a will, keep the original (or a copy) with your important documents, such as birth certificate and passport. Let your executor and other family members know where it is located. Give a copy of the will to the executors and keep one of our will locator cards in your wallet.