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.

Estate Planning team at Southern Waters Legal

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

Did you know assets held by external entities like companies, trusts and self-managed super funds may not be covered by your Will or Power of Attorney?

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.

Our Estate Planning Solicitors

LEGAL INSIGHTS

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Women Supporting Women

This year’s Women Supporting Women event, held on 26 June was an incredible success. Thanks to the generosity and support of our wonderful community, we raised an amazing...

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