Estate and Succession Planning

The dedicated team at Bayside Wills and Estates is committed to ensuring the proper distribution of your assets in the event of your death. Having a legal will is an important part of the process but an estate plan is a more comprehensive document designed to deal with a variety of legal issues surrounding deceased estates. Bayside Wills and Estates offers the expertise of a larger city firm with the convenience and services of a local firm, provides estate planning advice in Bayside and surrounding suburbs. Our estate planning services focus on :

• Our client’s personal circumstances, including the effects of marriage, divorce and blended families
• The legal and financial structure of your business/company
• Family and testamentary trusts
• Personal assets, including family heirlooms
• Tax implications
• Life insurance and superannuation distribution
• International estate planning
  • Australian residents with assets overseas
  • Overseas residents with assets in Australia
• Family law, including guardianship of minors
• Possible estate challenges or will contests

In addition to personal estate planning, if you are concerned for the future of your business, succession planning is essential. No matter how you wish to transfer the business, having a plan in place will help smooth the transition for all parties involved. The dedicated team at Bayside Wills and Estates are happy to go through the steps required for business succession, including planning for:

• Sale or purchase of the business
• Succession
• Exit strategies
• Trade sales
• Agreements regarding:
  • Partnerships
  • Shareholders
  • Insurance

Bayside Wills and Estates is dedicated to offering personalised estate planning Melbourne clients can trust, with a strong emphasis on communication between our lawyers and our clients. Contact Bayside Wills and Estates today to help us provide an estate plan that suits your needs, and provides peace of mind.