Estate Law

Estate Planning - Legacy for loved ones

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Estate Planning Basics – a free guide

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Estate Planning Basics: A guide for the uninitiated.

Estate planning basics is important especially if you worked hard to accumulate your wealth. However, you still need to understand wills and estate law even if you won the Oz Lotto and this is why.

Did you ever wonder what happens to your money after you die? Well, we have good and bad news for you on the subject. Better read on if you are curious because what you find may surprise you.

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This guide gives you the basics to learn what you need to do to plan your estate after you go. Get a copy to gain knowledge and engage with our lawyers for a more detailed explanation.

estate planning components

Main components of Estate Planning

Wills and Estates

A will or testament is a legal document by which a person, the testator, expresses their wishes as to how their property is to be distributed at death.

Estate Planning

Process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death while minimising tax.

Power of Attorney

A written authorization to represent or act on another’s behalf in private affairs, business, or some other legal matter.

Discretionary Trust

A discretionary trust is a legal document, created and executed during an individual’s lifetime where a designated person, the trustee, is given responsibility for managing that individual’s assets for the benefit of the eventual beneficiary.

Advanced Care Directives

An Advance Care Directive is an important way of letting people know your wishes about your healthcare and treatment should you find yourself in a position where you are seriously ill or injured and not able to make decisions.

Drafting Contract and Filing

Creation and lodging of legal items.

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Our List of Services

Estate Planning Services

Death and incapacity are consequences of ageing, although they can also strike at any time of our lives. Diminished capacity may prevent us from making a legal will then, in which case the laws of succession and lawyers will decide for you.

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Will Preparation

Decide what happens to your money, property and possessions.

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Estate Planning

Estate planning involves more than just having a will. You also might need to consider your powers of attorney, guardianships and any advance directives.

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Power of Attorney

Appointing someone to manage your affairs if you are physically or mentally incapacitated.

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Enduring Guardianship & Advance Care Directive

Authorising someone to make health decisions for you if you are unable to do so and expressing your desire as to what should happen if you are suffering an incurable disease.

Charge Forward

Estate Planning Checklist That Aligns To Your Needs

Make copies of your critical documents: birth, marriage, death and divorce certificates, financial information, investments, insurances, etc.
List the contact details of your professional advisers: banker, lawyer, accountant, investment adviser, insurance agent, etc.
Add information about close family, special friends and a co-executor to go through your personal possessions after you die. Remember to ask them first.
Nominate a main executor (they should agree first too) to deal with your major possessions– and other key estate artefacts (assets) –and who should inherit them.
Decide which of your bequests to minors should go into trusts. Finally, what do you want to do with the rest of your clutter? You must decide ….

With that in place you just need to find a professional estate planning lawyer to put the bits together. It’s extremely important to know what they produce will only be as good, as the information you provide them.

Services Areas

Suburbs we service

We service a number of areas

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North Sydney

North Sydney is a business district across the harbour from the CBD.

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Mosman

Mosman is a premier harbourside suburb where locals frequent the boutiques and bistros along Military Road.

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Cremorne

Cremorne is a suburb on the Lower North Shore of Sydney, New South Wales, Australia 6 kilometres north-east of the Sydney central business district

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Neutral Bay

Neutral Bay is a harbourside suburb on the Lower North Shore of Sydney, New South Wales, Australia.

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Engage with a Lawyer today and help resolve your legal query.

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FAQ

Frequently Asked Questions

What is a Will and why do I need one?

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