Wills & Estates

We can help you navigate sensitive matters relating to Wills & Estates

Our services

  • We recommend reviewing your estate planning documents every five years or if a significant event occurs or if there is a significant change in your circumstances. Depending on your circumstances, your estate planning documents can include the following:

    • Wills

    • Testamentary Trusts 

    • Special Disability Trusts

    • Enduring Powers of Attorney 

    • Corporate Powers of Attorney

    • Appointment of Medical Treatment Decision Makers

    • Advanced Care Directives

    • Appointment of Supportive Attorney

    • Death Benefit Nominations for superfunds and life insurance

    • Letters of Wishes

    • Loan agreements

    • Business succession planning

  • If you have lost a loved one, you may need to apply for one of the following applications:

    1. Probate

    2. Letters of Administration

    3. Letters of Administration (With the Will annexed)

  • Our team are skilled in defending matters relating to:

    • Validity of a Will

    • Challenge a Will or Testators Family Maintenance Claim

    • Defending Estates & Executors

    • Beneficiaries disputes about the division of assets

    • Dispute with Executor or Breach of Trust Claim

    • Superannuation or Insurance Claims

    • Challenging Probate

    • Breach of executor’s duties

    We will attempt to reach an out of court settlement and if the matter has not been resolved within a timely manner, we will progress the matter and make an application to litigate in Court. We will keep you informed along the way to ensure that you are aware of your options and you are kept informed of the progress of your matter.

Useful links

Other services available for a confidential chat:

Supreme Court of Victoria
(03) 8600 2000

Legal Aid
1300 792 387

Frequently asked questions

  • We suggest you review your Will when any of the following occurs:

    • if you acquire significant assets such as an inheritance;

    • if you marry, remarry or divorce;

    • if you enter into or end a de facto relationship;

    • if you have children;

    • if you have specified any property in your Will which you subsequently sell or give away, place in trust or a partnership;

    • if an executor dies or becomes unwilling or unable to act as executor or becomes unable to act

    • if a beneficiary dies.

    You will receive an electronic and soft copy of your deeds and we will store the originals in safekeeping for the life of the document.

  • Our office can assist you with applying for letters of administration. Your closest next of kin can speak to us to figure out whether a grant is required to:

    • collecting or gathering all of the deceased's assets

    • paying any debts

    • distributing the assets to the persons entitled.

  • Your Estate Planning documents should be set up if you are over the age of 18. Whether you are young or old, making a Will is one of the most important things that you will ever do.