Estate Planning

Estate planning is more than just a Will – let us help you to understand how you can protect your family, assets and business.

Wills and Estates

We can help you set out your intentions in a Will and also discuss your Estate Plan. We can discuss who should make your health or financial decisions, whether you can benefit from a family or testamentary trust, your super, life insurances and more.

Probate

Probate is the process of proving and registering in the Supreme Court the last Will of a deceased person. This is so their Estate (assets) can be distributed to the people of their choosing (beneficiaries).

Protect Your Assets

Let us help you review your Estate Plan, consider your business structures and succession planning. Whether it is to provide for your future, your children, protect assets from litigation, partnership disputes or relationship breakdown.

Letters of Administration

Much like Probate, but in circumstance where there is a Will or a change in Executor. We obtain Court approval so the deceased assets can pass to their beneficiaries.

Property Law

Whether it is a stand alone conveyance, or the transfer due to death, divorce or debt – let us make the transaction seamless. We do all in-house stamp duty assessments, end-to-end transactions; including interstate.

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Estate planning is more than a Will.

Planning for your family’s future after you’re gone is a really important legal task.

If you take the time now to make an effective legally binding Will you can save your family not only stress but money in what will undoubtedly be a difficult time for them.

WE’RE A BOUTIQUE LAW FIRM AND CAN ASSIST IN YOUR ESTATE MATTERS:

Carter O’Neill Legal’s Will and Estate Planning lawyers can help:

  • Advise you in regard to estate and Probate laws
  • Write a will that maximises the inheritance for your family
  • Set up family and testamentary trusts
  • Advise you in regard to choosing executors and guardians
  • Minimise the chance that your will is contested and subject to litigation
  • Advise in regard to estate tax (including capital gains) and financial concerns
  • Safely store your will and other important legal documents

At the same time as considering your Will we strongly recommend that you also put in place plans for any future incapacity through Power of Attorney and Guardianship documents. This will ensure that if you somehow become unable to make decisions about your finances, your medical treatment or living arrangements then the person or persons who you trust to make these decisions can do so unhindered.

Contact us to find out more or to arrange a consultation with an experienced will lawyer in Mona Vale, NSW, Gosford, NSW or Sydney, CBD. Call us on 02 9151 7339 or email info@carteroneill.com.au

ESTATE PLANNING

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WILLS & TRUSTS

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POWERS OF ATTORNEY

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ENDURING GUARDIANS

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