Wills, Estate Planning & Trusts

Plan for the future

Protecting your family and assets is a big responsibility. We're here to help ensure that if anything happens, the people you love will be in good hands.

What can we help with?

  • Making a will or updating your current one
  • Enduring Powers of Attorney
  • Estate administration when a loved one has passed
  • Family trusts
  • Structuring property ownership

Thinking about a will, trust, or an estate?

Get in touch with us, we'd love to chat with you to see how our experienced team can assist you with your needs.
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Wills

It is really important to have an up-to-date Will once you start to own assets. Your Will says how you wish your assets to be dealt with upon your death and who is responsible for making sure this is done.

Your circumstances will change as life goes on and so a Will should be reviewed regularly to make sure that it reflects your wishes and is right for your current circumstances.

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Family Trusts

For some clients, their circumstances may require more intensive estate planning and a family trust may be an option.

Typically, this is where clients wish to protect their family assets from claims by business creditors or to ensure protection for children from previous marriages. Family trusts and the consequences of transferring ownership of assets to them and the duties of trustees need to be clearly understood, in particular in relation to entitlement to rest-home subsidies.

We use a specialist to support our work in this area.

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Enduring Powers of Attorney

A power of attorney gives a specified person (“the attorney”) authority to act legally for another person (“the donor”) in certain situations, for example, if the donor becomes unable to make decisions about his or her personal care and welfare or property due to ill health or age.

Giving a person the right to deal with your property and/or your personal care and welfare are very important powers and so the person to be appointed and the extent of the powers given to that person must be carefully considered. We recommend legal advice about the effect and consequences of granting a power of attorney, especially considering that it's a legal requirement before the documentation is signed.

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Estate Administration

When a loved one passes away, their assets are administered in accordance with their Will, or the Administration Act 1969 if there is no Will. This generally involves an application to the High Court by the persons named as executors in the Will for a grant of probate. Once probate is granted the executors can then administer the assets and make distributions to the beneficiaries according to the terms set out in the Will.

Whether this process is straightforward or complicated depends on the nature of the assets involved, whether any claims are made against the estate and when the distributions to beneficiaries can be made.

Come and visit your friendly, local law team in Ferrymead.

Whether you've got something exciting on the horizon or need help with a problem that's worrying you, we'd love to have a chat about how we can help.