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Estate and Succession Planning

“Can’t I just deal with this tomorrow?”

It’s a statement we often hear amongst our clients when it relates to estate planning.

You might think estate planning equates to just creating a will. In fact, a will is only one of many tools used towards a sound overall strategy to protect and plan the distribution of your assets.

Estate planning is an informed and comprehensive strategy that serves to protect your various assets and its proper distribution in the event of your passing.

At Bayside Wills and Estates, we understand the intricacies that surround the complexity of Estate and Succession Planning, particularly for residents in the Bayside area. We are focused on a personalised approach and want to ensure you have peace of mind from day one. Our estate planning services focus on:

• Your personal circumstances, including the effects of marriage, divorce and blended families

• The legal and financial structure of your business or company

• Family and testamentary trusts

• Personal assets, including family heirlooms

• Tax implications

• Life insurance and superannuation distribution

• International estate planning

• Helping Australian residents with assets overseas

• Helping overseas residents with assets in Australia

• Appointment of guardianship of minors

• Possible estate challenges or will contests

Succession planning

Succession planning is essentially ‘estate planning for your business’ and is a valuable investment. Whether you decide to sell up, retire or or transfer the business to the next generation, it is important that you spend the time with your business partners, family and professional advisers to plan what you are going to do.

Our team can help you through the steps required for business succession, including planning for:

• Sale or purchase of the business

• Exit strategies

• Trade sales

• Agreements regarding partnerships, shareholders and insurance

Contact Bayside Wills and Estates today for an estate plan that suits your needs and provides peace of mind.

Our Accreditations

Our Team

Samantha Schnabel, Lawyer

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WILLS

Wills

Minimise any chances of disputes and protect your assets by getting a legal will drafted or amended, or creating a testamentary trust.

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Estate & Succession Planning

Estate & Succession Planning

Get the assistance of an accredited Wills and Estates Specialist with a formal plan for the distribution of your personal, business and family assets.

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Probate

Probate

Assisting executors in the application for a grant of probate and your estate administration.

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Power of Attorney

Power of Attorney

Empowering those you trust to take care of your affairs, should there come a time where you can no longer manage them yourself.

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Property Law & Conveyancing

Property Law & Conveyancing

As accredited Property Law Specialists, we can guide you through the complexities that might arise in property transactions and conveyancing.

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Our Location

Address: 765D Hawthorn Rd Brighton East, VIC, 3187
Phone: (+61-3) 9592 3356
Email: office@baysidewills.com.au

Enquiries

Covid 19 Update - All your wills and estates needs attended to safely
If you need estate planning, wills or powers of attorney prepared or advice and assistance about a deceased estate, please call us on 03 9592 3356 or complete the contact form. Our team is ready to assist you immediately. We are happy to arrange an initial complimentary teleconference or Zoom conference at your convenience.
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