Wills & Estate Planning
Wallmans Lawyers have a specialised Wills and Estate Planning practice designed to help our clients make important decisions about how their assets are to be dealt with.
Our team provide extensive services including wills for individuals and newly partnered couples, powers of attorney, advance care directives, strategic advice on asset and wealth protection strategies in succession planning, as well as key expertise in the management of superannuation assets and investments. We have a keen appreciation of succession planning and aim to ensure that all assets, whether held locally, nationally or internationally, held personally, or in trust or via superannuation, are effectively managed to ensure our client's wishes are protected.
Our service difference is an integrated team of estate, superannuation and taxation practitioners which allow us to provide tailored and appropriate structures to ensure tax effective estate preparation. We also provide support and assistance in the administration of estates, taking into account all family and business arrangements, to enable a streamlined and personalized administration process.
In addition to our planning services, we also have dedicated estate litigation practitioners who have extensive experience in assisting executors and trustees administering estates the subject of a claim, supporting beneficiaries in defending claims and advising individuals who may wish to bring a claim against the estate or assets of a family member or domestic partner. In doing so, we strive to guide parties towards resolution in order to avoid what can be debilitating financial and emotional costs.
Wills and Estate Planning Services
- Family trusts
- Generational change
- Powers of Attorney
- Advance Care Directives
- Superannuation funds
- Succession planning
- Taxation considerations
- Testamentary trusts
- Estate litigation