Estate planning is more than just about making a will. It is a process of considering your family circumstances and the assets you have and working out the most effective way to implement your testamentary wishes.
A simple will is often adequate but may not be the best way to deal with your assets upon your death.
A testamentary trust in your will is a more specialised and comprehensive tool that gives your beneficiaries greater flexibility for tax planning and asset protection.
When considering your circumstances we can advise on certain aspects of estate planning that are not covered by your will including jointly owned assets, superannuation interests and existing trust entitlements.
Particular issues can arise for blended families and there are certain protections that can be put in place such as mutual wills to ensure that your wishes for any earlier children or relatives will be enforced and respected after your death.
Often these are very sensitive and private matters that need to be approached in the right way. The ability to talk and explain these concepts to people is what we think we do best.
Confidentiality and discretion are our priority if your preference is to keep all matters private. Where appropriate we are able to facilitate an open and frank family discussion so that the needs and expectations of everyone are managed effectively.
We take a holistic approach to estate planning. We will liaise with your accountant, financial advisor and other professionals to ensure that everyone is on board with what you are trying to achieve for your family.
Please Contact us to discuss your particular circumstances. We offer a free 15 minute initial consultation to answer your questions.
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Estate Administration +
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Disputed estates +
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“Jayne is professional without the fuss of using a big firm. She explains the process in simple terms without the big legal jargon. I have recommended Jayne to a number of friends and relatives as she is so helpful and easy to deal with.” Mel M, Roselands, NSW.
“Fantastic local lawyer who is brilliant at wills and estates. I highly recommend her to all my friends”. Robin V, Lugarno, NSW.
“Jayne has been professional & efficient when I have asked her for legal advice & has carried out any subsequent instructions I have given her in the same manner. She is personable & obliging to work with, & 'yes' I will go to Jayne for expert legal advice in the future”. Margaret C, Kyle Bay, NSW.
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