In Will and Estate Planning, there is no ‘one size fits all’
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The Osbornes Lawyers approach is to understand what best suits your needs and then make sure you get a Will that meets those requirements. The requirements for preparing your Will are influenced by many factors, including:
- Your age
- The size of your estate
- The complexity of the structures in which your assets are held
- Whether you have a blended family
- If any of your beneficiaries are minors or have special needs.
We start by taking comprehensive instructions about you, your assets and your family. If required we can work with your accountant or financial planner to ensure we understand the full picture.
Our clients range from those with straightforward affairs who require simple Wills, to those with assets held in a variety of structures who require sophisticated advice on a range of issues including tax, dealing with discretionary trusts and business succession.
We provide advice about Testamentary Trusts and whether they are appropriate in your circumstances. We can provide help if you are concerned someone will make a claim on your estate, and suggest strategies for reducing that risk.
Drafting a Will is not the only consideration when planning for the future.
Osbornes Lawyers’ personalised service includes advice on and preparing enduring powers of attorney, the appointment of an enduring guardian, and advanced care directives.
More detailed advice about administering an estate can also be found on this page.
Download our e-book on this topic and watch the short video below. Then talk to us about writing a new Will, contesting an existing Will, or any matter concerning the administration of an estate. Call Naomi Meth on (02) 9239 0690 or email nmeth@osborneslawyers.com.au.
