Estate Administration and Asset Protection

Ensuring that your obligations to those close to you are met and your assets are adequately protected are invaluable considerations. By investing in these decisions now you will save yourself, and your estate, significant stress and costs down the line. We can help tailor a scheme for your personal situation and consider potential adjustments whenever circumstances change, meaning you do not have to worry.

Our services include:

  • Will drafting

  • Trust formation and advice

  • Enduring power of attorney for property and personal care of welfare

  • Estates

Will Drafting

We can assist you with preparing or updating a will so that your wishes are carried out and your family is protected for the future.  We will ensure your will is valid and fit for purpose to suit your personal situation and the needs of your beneficiaries.

Trust Formation and Advice

We can advise you on the benefits of a trust as an option for asset protection, and if this is the right fit to meet your objectives.  Whether it is establishing a new trust or attending to the ongoing administration and maintenance of an existing structure, we can assist you in this area. We can also advise on trustee liability. 

We can facilitate the formation of Charitable Trusts.

Enduring Power of Attorney for Property and Personal Care of Welfare

We can advise you on the process of appointing welfare and property attorneys to manage your affairs and make decisions on your behalf in the event you are unable (or unavailable) to.  Having EPOA documents in place can save a time consuming and expensive process of completing this process through the Family Court.

Estates

We undertake and advise on the administration of estates after the death of a loved one.  We strive to ensure that the process is carried out so that executors understand and meet their obligations, and distribution and winding up is completed without unnecessary delay.

We are also able to advise you on disputes against an estate should they arise, whether you are making or defending a claim.

Get in touch about our estate administration and asset protection services