Wills, Powers of Attorney & Estate Planning
We take the time to understand our clients unique circumstances before we apply our detailed understanding of the law in relation to Wills, incapacity, trusts, business and investment structures, family law, asset protection, tax and superannuation.
We provide legal structures that allow for the successful management and ultimate transfer of our clients’ assets in a manner that ensures legal protection of family assets, is tax effective, and that minimises potential estate litigation.
Our Specialists in Estate Planning can advise you on:
Asset Protection
Structuring the ownership of your assets and your inheritance can legally protect assets from potential creditors.
Will
A correctly structured Will can provide asset protection and taxation advantages for your beneficiaries. Does your Will do this?
Power of Attorney
You can grant someone the power to manage your legal and financial affairs if you are unable to do so.
Enduring Guardian
You can grant someone the power to make medical and lifestyle decisions for you if you are unable to do so.
Superannuation
Did you know your Superannuation is not automatically governed by your Will? We can assist with ensuring your Superannuation passes in accordance with your wishes.
Reducing Tax
No one wants to pay too much tax. Certain structures provide greater taxation benefits than others. Let us help you create the most beneficial structure for your circumstances.
Will Protection
Want to leave someone out of a Will? There are ways and means you can use to minimise their chances of making a successful claim.
Business Exit
A correctly structured business exit strategy can save thousands of dollars in tax.
Review
You may have an Estate Plan or just a Will but does it reflect your current circumstances and wishes?
Children’s Guardians
If something happens to you and your partner, a Guardian is required to look after your children. Will they know what to do?
Controlled Entities
Our dedicated team of estate planning solicitors, including Accredited Specialists, can assist you with every aspect of securing your legacy, from drafting Wills and setting up trusts to Powers of Attorney and succession planning. We’re here to provide clear, personalised advice tailored to your unique circumstances, ensuring your wishes are honoured and your family is protected.
Flexible Funding for Estate Administration & Probate Matters
At Southern Waters Legal, we have partnered with JustFund to offer eligible estate clients access to flexible third-party funding options.
Through JustFund, approved legal fees and certain estate-related expenses may be funded upfront by an independent provider. Repayment is typically aligned with the timing of estate distribution, once assets are realised. This can help ensure the administration process progresses without unnecessary delay.
Funding may assist executors in managing legal fees, professional disbursements, property expenses or urgent creditor demands. In appropriate circumstances, it may also allow beneficiaries to access part of their inheritance earlier.
JustFund is an independent third-party funding provider. Southern Waters Legal does not provide loans or finance directly. Our role is to provide independent legal advice and guide you on whether funding may be appropriate in your situation.
By reducing financial barriers, we aim to help executors and beneficiaries move forward with clarity and confidence during what is often a difficult time.
You can read more about estate funding options here.
To discuss whether third-party funding may be suitable for your matter, contact our Estate Planning & Probate team or apply directly at https://justfund.com.au.
Our Estate Planning Solicitors
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