Succession Planning / Wills
Whether it’s to make a family unit, ensure the wellbeing and financial security of your family, protect your interests or to provide certainty and outline agreement in event of any life changes, we can help you with your succession planning.
Our services include:
- Estate planning – wills (including testamentary trusts), powers of attorney, advance care directives and superannuation binding nominations
- Business entity and property succession planning
- Asset protection, pre-separation and relationship agreements
- Adoption and surrogacy
- Reviewing and advising as to your circumstances for peace of mind
- Document preparation
- Resolution of complexities or disputes
For more information check out our FREE Resources page or Connect With Us to schedule your FREE 15 Minute phone consultation or in-depth appointment.
Useful links for estate planning
- Australian Tax Office Estate Planning information
- Legal Services Commission of South Australia Law Handbook – powers of attorney and advance care directives information
- The Groundswell Project (including Dying to Know Day – Creating a space for death) – resources to help have the discussions we all need to have as we plan for death in a loving and supported way
- The Ultimate Guide to Digital Death and How to Handle It – Although the concept of digital death is a relatively new one, its grim presence can be already be felt online. Here are the tools to help address this
- Your Goodbye – a useful downloadable booklet to record relevant information, your wishes, and your own story, produced by the Australian Funeral Directors Association