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Drafting wills & estate planning documents

We can prepare or review your will or substituted decision-making documents – whether simple or complex – to make sure your instructions are valid, practical and legally binding. We specialise in bespoke drafting for unique family situations, whether you need a straightforward will, or one that covers a blended family, leaving someone out, protecting a…

From

$440.00


AUD

Final pricing depends on the scope of work and will be confirmed after your initial consultation.
This service is invoiced after it begins. No payment is required when booking.

Clear. Affordable. Tailored to you.

Book a Consult
1800 438 457 (GET HLP)

Our solicitors hold significant experience assisting clients to plan their estate, whether you’re looking for a simple will that passes property to your spouse and then your children. Or whether you’re looking for more complex estate planning or strategies for blended families, intergenerational transfer of rural properties, planning for business succession or wind-down (including partnership buy-out options) or creation of testamentary trusts to help protect the next generation from financial management difficulties arising out of ill health or disability, family law, bankruptcy or poor life decisions.

We are also able to assist you to put into place measures that defend your estate plan from anyone who you do not want to receive a share of your property.

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    Consultation

    Start with a clear, fixed-fee session designed to give you direction. In one consultation we’ll discuss your situation, outline your legal options, and answer your questions in plain English. You’ll walk away with practical guidance and a plan for your next steps.

    • Understand your legal options before making big decisions
    • Receive practical, plain-English guidance
    • Leave with a clear plan for your next steps

    From

    Free
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  • Challenging a Will or an Estate

    Sometimes a Will is not fair, and you might wonder if you should make a claim against it. Other times you might be concerned that a loved one made a new Will in questionable circumstances, where they might have been under pressure or not have understood what they were doing. In these instances, a consultation to understand what the law says with respect to the problem you have faced is invaluable. We will not simply inflame a situation, we will just give you honest and direct advice about what some options might be, if there is a problem.

    • Understand what options might exist, before determining whether or how to act
    • Clear advice, no “ambulance chasing” or unnecessary inflaming of a situation
    • No-obligation chat.  If you want some advice that you can go away and consider, this is it

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    Learn more: Challenging a Will or an Estate

  • Defending a Will or an Estate

    Sometimes an executor is required to defend a claim by an unhappy beneficiary or family member.  We can provide one-off guidance as to what the claim might mean and the options and obligations for the executor in this instance.

    • Receive clear guidance about the nature of the claim being brought and your obligations
    • Understand what type of settlement an executor can enter into with a claimant
    • Identify what costs the estate will cover and options to move forward

    From

    $440.00
    Learn more: Defending a Will or an Estate

  • Estate administration

    These days many executors hire a solicitor (with the estate paying) to carry out the estate administration. We offer a hybrid model that leaves you in control of the estate bank account (rather than receipting funds into our law practice trust account), while taking the leg work of preparing forms, liaising with beneficiaries and third parties, and preparing the distribution spreadsheet. We also provide you written advice along the way and are happy to meet with you or take your calls or emails as needed.

    • Let us handle the hard yards of filling out paperwork and sitting on the end of the phone to third parties
    • You remain in control of the estate bank account, and can watch the progress of the estate in real time
    • Receive written advice at specific points throughout the estate administration journey so that you know what is happening, when and why

    From

    $5,500.00
    Learn more: Estate administration

  • Interpreting a Will or fixing a problem

    Is a name spelled wrong on the Will, or there is a clause that just does not make sense?  Perhaps the Will leaves a gift to a charity that does not exist, a person who has died, or someone who has gone missing. This conference is intended to answer questions and provide straight-forward advice as to how to manage unusual situations, should they arise.

    • Ask questions about any concerns you may have with respect to the will or estate administration issue
    • Receive clear guidance, including options to progress the matter if it is complex or the Court needs to be involved
    • Receive a follow-up letter of advice

    From

    $440.00
    Learn more: Interpreting a Will or fixing a problem

  • Ongoing executor support

    Most executors are not legal experts – they’re usually next of kin or a trusted friend – so some legal support can be very valuable. If you have already attended an assistance appointment, and have some more questions, this is the service for you. We offer as-needed guidance for executors managing an estate from first steps to final distribution.

    • Have questions answered – this service can be used as a credit for up to an hour and a half of email questions (about 20 questions), or five 15-minute online conferences
    • Advice sessions like this are paid by the estate, you are not out of pocket
    • Receive clear direction that takes out the guess-work and reduces your personal risk

    From

    $440.00
    Learn more: Ongoing executor support

  • Probate or Letters of Administration Court Forms

    Where a person leaves a house, some shares or a bank account over a certain value, then it may be necessary to apply to the Supreme Court of the relevant state or territory for a grant of Probate or Letters of Administration. We can handle the Court forms for you and send these to you for your signature.  We can also assist you to respond to any questions (requisitions) raised by the Court. Our fees are charged based on the NSW Probate Schedule published each year.

    • Receive clear advice about whether a grant of Probate or Letters of Administration is required, and why you might still wish to obtain one even if it isn’t
    • Learn how to use the grant to protect yourself from personal liability against creditors or other claims on an estate
    • Leave with the prepared Court forms and a clear way forward

    From

    $220.00
    Learn more: Probate or Letters of Administration Court Forms

  • Urgent estate administration advice

    This consultation is designed to provide urgent advice on a one-off issue, such as paying employees if a business owner has unexpectedly died.

    • Receive fast and clear advice
    • Understand what your obligations are as an executor
    • Know how to move forward

    From

    $220.00
    Learn more: Urgent estate administration advice

  • Estate administration & probate assistance

    Sometimes things change, and you need to update your will or other documents accordingly. If we prepared your latest documents, we can amend these for you.  If we did not prepare your latest documents, then the service you require is the Drafting wills & estate planning documents, and we will discuss a fixed price with you based on the amount of work required to transfer your documents to our model and make the changes you require.

    • Make a small number of changes to up to three clauses
    • Add or remove beneficiaries
    • Receive updated documents ready for your signature, and guidance to get them signed

    From

    $250.00
    Learn more: Estate administration & probate assistance

  • Complex estate planning

    Sometimes a will is not enough, and you need a solicitor who will work with you and perhaps your financial advisor or accountant to construct an estate plan that fits in with your current structures.  If you operate a family trust, run a business, are part of a complex partnership or are looking at setting up a charity or scholarship in perpetuity, then you may benefit from a complex estate planning service.

    • We will work alongside your accountant or financial planner to prepare an estate plan that fits in with the direction you are headed
    • Receive bespoke, professional documents tailored for your needs
    • Leave with signed documents and a firm understanding of the arrangements you have in place

    From

    $4,400.00
    Learn more: Complex estate planning

Your first step toward clarity and confidence

It starts with a
simple consultation.

Clear. Affordable. Tailored to you.

Book a consultation