Wills & Estates

Plan with clarity. Protect your legacy.

At & Legal, we help you plan for the future, so your loved ones are protected, your wishes are clear, and your legacy is preserved.

Whether you’re preparing a simple Will or managing a complex estate, our experienced team offers clear, compassionate advice across all aspects of inheritance planning, asset protection, and estate administration. We don’t just draft documents, we help you make confident decisions about the people and causes that matter most to you.

& Legal Wills and Estates services

Who we help

We work with:

No matter your stage of life or the complexity of your estate, we offer practical guidance and tailored legal support.

What we do

Our Wills & Estates team provides end-to-end legal services to ensure your assets are protected and your intentions are legally sound.

A clear, well-structured Will can reduce stress and conflict for your loved ones. We draft Wills, Powers of Attorney, and Enduring Guardianship documents that reflect your values and provide peace of mind.

We assist with:

  • Preparation and review of Wills
  • Powers of Attorney (financial and legal authority)
  • Enduring Guardianship (health and lifestyle decisions)
  • Updates following life changes (e.g. divorce, children, asset changes)

Succession planning goes beyond writing a Will. We help structure your estate to protect assets, minimise tax, and ensure wealth is passed on according to your wishes, especially when business or trust interests are involved.

Our services include:

  • Tax-effective wealth transfer strategies
  • Business succession planning
  • Testamentary and discretionary trusts
  • Advice on superannuation and blended family considerations

Managing an estate can be overwhelming for executors and families. We guide you through each step, from probate to final distribution, helping to avoid delays and ensure compliance.

We can help with:

  • Probate applications and Letters of Administration
  • Interpreting the Will and advising executors
  • Handling estate assets and debts
  • Resolving disputes or contested estates

Our team includes a Chartered Tax Adviser and Fellow of the Tax Institute of Australia. We provide specialist guidance on the setup and administration of family trusts, charitable trusts, and estate tax obligations.

We advise on:

  • Establishing and administering family trusts
  • Testamentary trusts for minors or vulnerable beneficiaries
  • Tax considerations in estate planning
  • Ongoing legal advice for trustees and beneficiaries

FAQS

Straight answers to common questions

Got questions?

state planning can feel complex and emotional, but it doesn’t have to be. Here are some of the most common questions we hear, with straightforward answers to help you plan with confidence.

While DIY Wills exist, they often lead to legal disputes. A lawyer ensures your Will is valid, clear, and reflects your intentions.
A Power of Attorney gives someone authority over financial matters; Enduring Guardianship covers health and lifestyle decisions if you lose capacity.
Yes. We recommend reviewing your Will every few years or after major life changes such as marriage, divorce, or acquiring new assets.
If you have significant assets, trusts, or a business, tax considerations are critical. We offer integrated legal and tax advice to protect your wealth.

Protect what matters most

Whether you’re planning your estate or managing one for a loved one, & Legal is here to guide you with care, clarity, and expertise.