Preparing A Will
Ensuring that you have an up to date Will means that your estate will be dealt with as you would have wished. It is an essential document that must be prepared with skill and care. Failing to have a Will can result in unnecessary expenses and emotional trauma to your family after you pass away.
We will help you prepare a Will to meet all of your needs by discussing issues related to:
- Specific gifts/legacies
- What happens if you are a joint tenant or tenant in common in a property
- How superannuation and life policies may be affected
- Who might be eligible to claim on your estate even if you do not include them in your Will e.g estranged or step children, a de facto partner, grandchildren or even ex-partners.
- How a Will may become invalid e.g If you get married a Will automatically becomes invalid
Preparing an Enduring Power of Attorney & Enduring Guardianship
In addition to a Will, we strongly advise that all our clients consider having an Enduring Power of Attorney and an Enduring Guardianship prepared.
An Enduring Guardian and Power of Attorney allows you to choose a person you trust to make financial and healthcare decisions for you if you ever lose capacity or even if you are overseas. We will be able to provide advice on a suitable person to nominate as an attorney and guardian and on limitations or provisions that should be included to protect you.