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

Wills & Estates – Live Webinar

Wills & Estates – Live Webinar

Our Special Counsel and Accredited Specialist, Adeline Schiralli, is presenting a one-hour webinar for the College of Law on the essentials of Wills and Estates Practice. Date...

read more

JOIN OUR TEAM

Southern Waters Legal has multiple offices across Sydney, including Cronulla, Sydney CBD, Avalon and Menai. Our team is enthusiastic, energetic, and excellent at what we do. Not only do we provide expert legal advice, but we also offer an empathetic and highly personalised service.

We are always on the lookout for new talent, so if you would like to join our team, please email your resume to: careers@southernwaters.com.au.

Simon and Leona Bennett Southern Waters Legal
CURRENT OPPORTUNITIES:
Senior Legal Secretary – Family Law (Cronulla)

The Role

An exciting opportunity exists for an experienced and proactive Senior Legal Secretary to join our busy Family Law team in our Cronulla office.

The successful candidate will have proven experience, with the ability to work autonomously and be an organised individual who thrives in a fast-paced environment, takes initiative, and enjoys being part of a collaborative and supportive team. 

Key Responsibilities

  • Provide high-level secretarial and administrative support to our Family Law team
  • Draft, review, and prepare correspondence and legal documents
  • Prepare and file Court documents
  • Liaise with clients, Courts, Solicitors and Barristers
  • Manage diaries, appointments, and deadlines
  • Audio/dictaphone typing and document management
  • Assist with billing, accounts and general administration tasks

Selection Criteria

  • Proven experience supporting senior solicitors in Family Law
  • Strong communication, organisational and time management skills
  • High attention to detail and accuracy
  • Professional, proactive and positive attitude
  • Ability to manage competing priorities and meet deadlines
  • Team player who values collaboration and client service excellence

Benefits and Culture

  • A supportive, team-focused, and value-driven culture
  • Opportunities for growth and career progression
  • Regular social events
  • Beachside location in Cronulla
  • Modern office space with leading-edge technology supported by IT
  • Access to on-site gym and pool
  • Flexible working arrangements
  • Birthday leave
  • Convenient public transport and parking options nearby

Our Values

  • A supportive, team-focused, and value-driven culture
  • Opportunities for growth and career progression
  • Regular social events
  • Beachside location in Cronulla
  • Modern office space with leading-edge technology supported by IT
  • Access to on-site gym and pool
  • Flexible working arrangements
  • Birthday leave
  • Convenient public transport and parking options nearby
Mid-Senior Solicitor – Family Law (Cronulla)

The Role

Our award-winning Cronulla beachside office is seeking a passionate and energetic full-time Solicitor to join our dynamic legal team. This role offers the successful candidate excellent exposure to high-quality family law matters, along with ongoing support and mentorship from our experienced team.

The role will involve applying excellent technical expertise and client-focused skills across a range of family law matters, including:

  • Parenting arrangements
  • Property settlements
  • Divorce matters
  • Child support
  • Asset protection
  • Binding financial agreements
    Mediations and court appearances

Selection Criteria

  • Relevant experience providing high-quality legal advice in Family Law
  • Display initiative and enthusiasm
  • Confident and professional manner
  • Ability to work around tight deadlines
  • Excellent communication and organisation skills
  • Attention to detail
  • Positive attitude

Benefits and Culture

  • A supportive, team-focused, and value-driven culture
  • Opportunities for growth and career progression
  • Regular social events
  • Beachside location in Cronulla
  • Modern office space with leading-edge technology supported by IT
  • Access to on-site gym and pool
  • Flexible working arrangements
  • Birthday leave
  • Convenient public transport and parking options nearby

Our Values

We live and work by our values, which underpin our successful culture:

  • Integrity
  • Excellence
  • Empathy
  • Can-Do Attitude
  • Communication & Teamwork

To apply, please submit your cover letter and resume to careers@southernwaters.com.au. Only successful candidates will be contacted.

 

Mid-Senior Solicitor – Estate Planning

The Role

Our busy legal team is seeking a passionate and energetic full-time Solicitor. Opportunities are available at both our Sydney CBD office and our beachside Cronulla location.

The role involves applying excellent technical expertise and client-focused skills across a range of estate planning matters, including:

  • Asset protection
  • Wills and complex estate planning, including testamentary trusts
  • Incapacity planning
  • Succession planning for companies and trusts
  • Probate and estate administration
  • Estate litigation disputes
  • Superannuation

 

Selection Criteria

  • Minimum of 3 years’ experience in estate planning or related areas
  • Demonstrated initiative, enthusiasm, and strong problem-solving skills
  • Ability to work effectively under tight deadlines
  • Excellent communication and organisational skills
  • Strong attention to detail
  • Ability to collaborate within a team while working autonomously
  • Hardworking and adaptable in a fast-paced environment
  • Alignment with our shared values

Benefits and Culture

At Southern Waters Legal, we are committed to remaining at the forefront of technology while fostering a supportive and flexible workplace. Our management team fosters an environment where staff can thrive, providing a professional setting that prioritises growth, development, and success.

  • Supportive, team-focused, and value-driven culture
  • Opportunities for growth and career progression
  • Regular social events
  • Choice of beachside Cronulla or central Sydney CBD location
  • Modern office space with leading technology and IT support
  • Flexible working arrangements
  • Birthday leave
  • Convenient public transport and parking options

Our Values

We live and work by our values, which underpin our successful culture:

  • Integrity
  • Excellence
  • Empathy
  • Can-Do Attitude
  • Communication & Teamwork

To apply, please submit your cover letter and resume to careers@southernwaters.com.au. Only successful candidates will be contacted.