Our experienced and specialised Wills and Estates team provide extensive succession planning and deceased administration services. We know the importance of ensuring that your assets, whether held personally, in trust or via superannuation, are effectively managed and dealt with, so that your wishes are protected.

We also have extensive experience in administering deceased estates. We provide support and assistance to executors, trustees and beneficiaries in this area, taking into account all family and business arrangements.

Our services include:

Wills and Estate Planning

  • Personal succession planning
  • Advising on and preparing wills, including testamentary trust wills
  • Advising on and preparing special disability trusts and protective testamentary trust wills
  • Advising on superannuation death benefit planning
  • Advising on and preparing special purpose trusts
  • Preparing Enduring Powers of Attorney and Enduring Powers of Guardianship
  • Advising regarding capacity issues and validity of wills
  • Advice and estate planning where there are potential Family Court issues for beneficiaries and potential or expected family provision claims

Deceased Estate Administration

  • Preparing Supreme Court applications including applications for Grants of Probate and Letters of Administration, applications for the proof of informal wills or lost wills, and applications for the construction and rectification of wills
  • Attending to general deceased estate administration for executors, including accessing bank accounts and insurance payments, share transfers and transmission, superannuation issues, survivorship applications, transmission applications and transferring land, paying liabilities, and distributing the estate
  • Preparing deeds of family arrangement
  • Preparing trust deeds for infant beneficiaries
  • Advising on the passing of accounts and preparing estate accounts and deeds of release
  • Applications to the State Administrative Tribunal involving administration and guardianship issues of incapacitated persons

As part of your overall estate plan, you may wish to consider a prepaid funeral plan. Like writing a Will, preplanning and prepaying for your funeral allows you to place this aspect of your affairs in order and gives you peace of mind that your wishes will be met and your family and estate will be free from this responsibility and additional costs. You can discuss the benefits of prepaying for your funeral, obligation free, with one of these prepaid funeral providers*.

*These details are provided for information only. IRDI Legal is independent of, has no financial arrangement with, and accepts no responsibility for any services provided by, these service providers.

 

^Top