Wills and Estate Planning
Planning for the future is one of the most important steps you can take to protect your assets and ensure your loved ones are cared for. We offer comprehensive estate planning services tailored to your unique needs and goals. Whether you need to make a will, establish a trust, or create powers of attorney, our experienced team is here to guide you through the process with clarity and expertise.
We take the time to understand your personal circumstances and provide practical advice on how to structure your estate to minimise taxes, avoid probate where possible and achieve your objectives. Our goal is to create a plan that reflects your wishes and gives you peace of mind. From simple wills to complex estate plans, our firm is committed to helping you make informed decisions and providing you with the confidence that your estate is in good hands.
It doesn’t need to be complicated to make your will
> Competitive fixed-fee options
> Meet in-person or virtually with us
> Meet at our Adelaide office
> Arrange a home visit
Why should I consider making a will?
It is important to ensure that your estate is distributed one day in accordance with your wishes. The only way to ensure that your estate is distributed to your desired beneficiaries is by making a valid will.
If you do not make a valid will, your estate may be divided and distributed in accordance with South Australian laws. This process is called Letters of Administration. Not making a valid will can make it more difficult for your family to know exactly who is to administer and benefit from your estate. It may mean that your estate is distributed to people not of your choosing or in a way that is not suitable.
Our experienced legal team can help you to identify the most appropriate way for your estate to be planned. We can meet with you at our office or your home to take your instructions prior to preparing your estate planning documents.
Should I also make an Enduring Power of Attorney?
An enduring power of attorney (EPOA) is a important and useful legal document that allows you to appoint a person to manage your financial and legal affairs. This document can be relied on if you become unable to make legal decisions for yourself due to illness, injury or other circumstances.
An EPOA is a specific type of power of attorney that continues to be valid even if you lose mental capacity.
We do not often like to think about whether we will ever be in circumstances in which we cannot make decisions for ourselves after being seriously injured or incapacitated. While it is not always easy to think about, it is extremely beneficial to plan for any circumstance.
What can my Enduring Power of Attorney do?
An EPOA gives your appointed person the authority to make decisions and take actions on your behalf, such as managing your bank accounts, paying bills, buying or selling property and making legal decisions. You can specify the scope of the appointed person’s powers.
It is important to appoint a person who you trust to act in your best interests and who has the skills and knowledge necessary to manage your affairs. We can advise you in relation to your specific circumstances to assist you in choosing the most appropriate person.
An EPOA is an important legal document. Having our team assist you ensures that your EPOA is legally binding and meets your specific needs.
Did you know?
In South Australia, you can leave your digital assets, such as social media accounts or cryptocurrency, to someone in your will! South Australia's laws allow for digital assets to be part of your estate, so you can ensure your online presence is managed according to your wishes after you pass away. You can even specify who will be responsible for handling your digital accounts.
How to get started
Ready to take control and protect your loved ones? Preparing your will is the first step. Our expert team is here to make the process simple and stress free. Whether it's ensuring your assets are distributed according to your wishes or nominating guardians for your children, we’re here to help. Contact us today to schedule a consultation and get started on preparing your will.
