Estate Planning

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.

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
  • Give advice on how to avoid a claim on your Estate
  • Provide legal advice in regard to Estate tax and financial concerns; including working with your accountant and financial planner
  • Safely store your Will and other important legal documents in our fireproof safe custody.

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 on 02 9151 7339 or in Gosford on 02 4308 8892