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estate planning

  1. I’ve Been Appointed as an Executor, What Do I Do?

    Posted: November 3 2020

    An executor is a person or persons who are named in a Will as having the responsibility of carrying out the Will-maker’s wishes. While some people name a solicitor or specialist trustee company as their executors, it is also common to appoint a family member or trusted friend. If no executor is named in the […]

  2. Thinking of Challenging a Will? Here’s What You Need to Consider

    Posted: July 30 2020

    Challenging a Will can be difficult. Have you been left out of a will? Claims can be made for further provision from a deceased estate if relatives or loved ones believe that insufficient provision has been made for them. However, not everyone is entitled to challenge a Will. To be entitled to challenge you must […]

  3. Case Study: The “Cheap” Will That Cost Half a House

    Posted: July 30 2020

    Case Study: Jeffrey a 77-year-old widower was diagnosed with a terminal illness. He considered that his affairs were relatively simple. His de facto partner had died before him and he wished for all of his estate to be gifted to his de facto’s son Roger (with whom he was very close and who he considered […]

  4. Probate and Estate Administration Goes Online

    Posted: March 17 2020

    In Victoria, the probate office of the Supreme Court is going fully electronic.  From 15 April 2020, the Court is launching a new online system for the electronic filing (eFiling) of all probate matters.  The Court will no longer accept applications or other documents in person or by post. All grants of representation (probate or […]

  5. Wills in the time of the coronavirus

    Posted: March 14 2020

    “Social distancing” is a new term entering our vocabulary in recent days. As business adjusts to the requirements of staff working from home and meetings are moving to online platforms, how do we manage social distancing and the formal requirements of properly executing a will? The use of e-signatures has become commonplace in recent years […]

  6. Why you need to keep your will up to date 

    Posted: January 20 2020

    It’s not just enough to have a will. If you don’t want to burden your family with unexpected surprises, you need to make sure that your will stays up to date.  Again and again, we see what happens when people fail to do this.  We had one case where a man had just recently passed […]

  7. The easy-to-miss detail your will needs to include 

    Posted: January 10 2020

    A lot of the “defective” wills we have to deal with weren’t created by careless people.  Most of the time, these wills were created by people who were doing their best, but they ended up missing a few important details.  One of the mistakes we see a lot is the failure to appoint alternative people […]

  8. Do you have this “gap” in your estate planning?

    Posted: December 15 2019

    Most people are aware that they need a will. They know that they have assets and need to ensure that when they pass away, those assets are properly handled and looked after by the right people.  But there are plenty of smaller, less obvious details about estate planning that often slip by a lot of […]

  9. The most painful estate planning mistake we see all the time.

    Posted: December 10 2019

    In life, one of the worst things that can happen is having a loved one pass away. But sadly, there’s something that can make this traumatic event even worse.  Not having a will.  We call this “doing nothing in disguise.” The mistake is that of denial, of having your head in the sand, so your […]

  10. How to ensure your super is left to your loved ones

    Posted: November 13 2019

    What happens to your superannuation when you die? It’s a confronting question. For most of us, super is usually one of our biggest assets alongside the family home, so we need to get clarity on how to distribute our super like we would with other assets. Further reading: How to avoid inadvertently leaving money to your ex […]

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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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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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Address: 765D Hawthorn Rd Brighton East, VIC, 3187
Phone: (+61-3) 9592 3356


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