Estate Planning
Wills, testamentary trusts and powers of attorney: planning that actually fits your family.
We provide thorough Wills and Estates services to help you plan for the future and protect your loved ones.
Our team offers personalised guidance in all aspects of estate planning, ensuring your wishes are clearly documented. We assist with the preparation of Powers of Attorney, simple Wills or Testamentary Trust Wills, whichever best suits your circumstances.
What we can help with
- Simple wills
- Testamentary trust wills
- Financial powers of attorney
- Medical treatment decision makers
- Guardianship and appointments
- Reviewing an existing will
Common questions
Estate Planning FAQs
- Do I need a simple will or a testamentary trust will?
- A simple will suits a straightforward estate with adult beneficiaries who can manage their own money. A testamentary trust is usually worth considering where beneficiaries are young or vulnerable, where a business or investments are involved, or where asset protection and tax flexibility matter.
- What happens if I die without a will?
- Victorian intestacy rules decide who receives your estate, and it may not match what you would have chosen. It also makes the process slower and more expensive for the people you leave behind.
- Should I also do a power of attorney?
- Usually yes. A will only operates after death. A financial power of attorney and a medical treatment decision maker cover the situation where you are still alive but cannot make decisions yourself.
Who you will deal with
Your lawyers
Insights
Reading on estate planning matters
Simple Wills vs Testamentary Trust Wills: Understanding Your Options in Victoria
Which will suits your family? A plain-English comparison of simple wills and testamentary trust wills under Victorian law.
ReadUnderstanding Financial Powers of Attorney in Victoria
Who can make financial decisions for you if you cannot, how to appoint them, and the traps to avoid.
ReadNot sure where you stand? Ask us.
Tell us what has happened in a few sentences. We will tell you whether you need a lawyer, what the process looks like and what it is likely to cost before you commit to anything.