Future planning
Plan ahead and protect your legacy.
Business and personal legacy planning, written so nobody is left guessing.
What will you leave behind for the next generation? You can't control the future, but the right legal framework, tools and documents can help keep it safe, for your family and for the business you built.
Who we act for
Families
A will that names a guardian, and documents that let someone you trust act if you can't.
Blended families
Second marriages, step-children and prior estates. The place where a generic will does the most damage.
Business owners
Succession, shareholder death, and what happens to the company when the founder isn't there.
What we actually do
Wills
More than half of Australian adults don't have a valid will. It's the single most important document for making sure what you've built goes to the right people.
- Simple wills
- Testamentary trusts
- Guardianship appointments for children
- Blended family & asset protection
- Reducing disputes between heirs
- Reviews after a life change
If you can't decide for yourself
Illness and injury don't wait for paperwork. These documents put someone you've chosen in charge, instead of leaving it to chance.
- Enduring power of attorney
- Enduring guardianship
- Advance health directives
- Medical treatment preferences
- Conversations with the person you appoint
- Reviews when circumstances change
Estates & business legacy
What happens after, handled by someone who does it every week rather than once in a lifetime.
- Probate
- Estate administration
- Shareholder agreements covering death of an owner
- Deeds of accession
- Succession planning
- Executor support
Good to know
- Australian adults with no valid will
- More than 50%
- A will appointment
- Usually one hour
- Fees
- Genuine estimate before we start, based on scope
A free 15-minute call. No obligation, no jargon, and a genuine estimate before any work starts.
Two-minute checks
Start with the one that sounds like you.
Why it matters
An hour now saves your family a very long year later.
Your legacy grows with each new idea, each courageous business or investment move. It is worth an afternoon of paperwork to make sure it lands where you intended.
We write these documents in plain English, explain who does what and when, and keep them somewhere your people can actually find them.
Questions we get asked
Straight answers.
Is a DIY will enough?
Sometimes, for very simple estates. Most of the disputes we see start with a home-made will that didn't deal with a property, a super fund or a second marriage.
What is the difference between a power of attorney and an enduring guardian?
An attorney handles money, property and legal decisions. An enduring guardian handles health and lifestyle decisions. Most people need both.
How often should I update my will?
After any of the big ones: marriage, separation, a child, a death, buying property, or selling a business.
