Sydney Estate Planning Lawyers

Sydney Estate Planning Lawyers

Estate Planning Lawyers Focused on You in Sydney

At Southern Waters Legal, our team of estate planning lawyers in Sydney combines technical expertise with a genuinely human approach to planning for the future.

We have been guiding individuals and families across Sydney since 2009, helping them make clear, confident decisions about their assets, loved ones, and legacy.

Southern Waters Legal is known for bringing together deep knowledge of wills, incapacity, trusts, family law, business and investment structures, tax, and superannuation in a single, integrated estate planning strategy.

From our offices in Cronulla, Sydney CBD, the Northern Beaches, and Menai, we offer coordinated advice that considers the bigger picture, not just the documents in front of us.

As your Sydney estate planning lawyers, we take the time to understand your family dynamics, business interests, and personal goals, so your estate plan is practical, tax-aware, and easy for your executors to administer when it matters most.​

Sydney Estate Planning Lawyers
Sydney Estate Planning Lawyers

Comprehensive Services by Our Team of Estate Planning Lawyers in Sydney

As your Sydney estate planning lawyers, we provide a comprehensive suite of services to protect what you have built and the people you care about most.

This includes advice on simple and complex wills, powers of attorney, appointments of enduring guardians, superannuation death benefit nominations, and testamentary trusts tailored to your family structure and financial position.​

Our estate planning specialists can also assist with asset protection strategies to structure your wealth and reduce exposure to potential creditors and claims. We help you consider controlled entities such as companies, trusts, and self-managed super funds that may not be covered by a standard will, ensuring your overall plan aligns with how your wealth is actually held.​

Our team advises on incapacity planning, business succession and exit strategies, children’s guardianship wishes, and ways to reduce tax through more effective structures. Working closely with our probate and estate administration, elder law, and commercial teams, our Sydney estate planning lawyers ensure your plan is consistent across your personal, business, and superannuation affairs, so your wishes can be carried out with minimal stress for those left behind.​

Sydney Estate Planning Lawyers
Sydney Estate Planning Lawyers

Why Choose Southern Waters as Your Estate Planning Lawyers in Sydney

Choosing our estate planning lawyers in Sydney is about more than technical skill; it is about working with people you trust to stand beside you at key turning points in life.

At Southern Waters Legal, clients value our blend of compassion, clarity, and clear communication, as well as our approach to stripping away legal jargon so you always understand your options and the likely outcomes of each decision.​

We review existing documents, identify gaps, and offer practical steps so that, when you walk out the door, you feel prepared, protected, and confident that your family will be looked after as you intend.​

You will work with a dedicated estate planning team that includes Accredited Specialists in Wills and Estates and experienced solicitors who focus on wills, estate planning, elder law, commercial law, and superannuation.

Our lawyers are supported by skilled paralegals and a broader firm culture built on integrity, excellence, empathy, a can-do attitude, and strong teamwork.​ We are a boutique law firm committed to protecting your interests.

Sydney Estate Planning Lawyers

When you are ready to put a thoughtful estate plan in place, our Sydney estate planning lawyers are here to make the law simple, protective, and genuinely supportive for you and your family.

TESTIMONIALS

"Simon, Leona and all their staff dealt with my Estate Planning and Family Law matter in such a professional manner, I cannot thank them enough. The care and patience shown to me during the time of my matters was truly amazing! Again thank you all so much."

Glen
Estate Planning & Family Law Client

"Thank you for your very friendly and professional help in getting all of our affairs sorted in such a short time. We are very glad we came to Southern Waters Legal, ad we’re really appreciative of the professional manner and advice with which we received."

Wayne & Margaret
Estate Planning Client

"I have been a client of Southern Waters Legal for a number of years now. It is at specific times in our lives that we really value integrity and honesty in those we deal with. Simon, Leona and the team have helped me organise our affairs at a very tough time in my life, they have provided wise counsel, legal support and hand-holding as I went through the sale of my family home and moving to new premises. I have received possibly the best financial advice that is reaping rewards for me now. Thank you to a wonderful team of professionals. Thank you"

Anne
Property Client

"I used Leona and her team’s services during an extremely difficult and stressful period of my life. They were able to guide me through the steps required from beginning to end of divorce and financial settlement and set up a plan to follow that helped to take out a lot of the anxiety around not having control over the situation. I had 100% faith at all times in Leona and her team that my best interests were always taken into consideration and I was only contacted when needed to avoid being charged unnecessarily. These guys are the dream team and highly recommend them."

Stephanie
Family Law Client

"Family law can be very daunting but Leona Bennett removed all the confusion of the ‘legal jargon’ and step by step walked me through the family court process. Leona made it simple and I always had a full understanding of what was happening and made clear decisions for the final outcome. Leona and her team were there for me, working their wisdom to always provide greater clarity and support."

Cheryl
Family Law Client

I would like to extend my sincere thanks to you for your exceptional guidance and support throughout my property settlement and divorce.

Your expertise, strategic thinking, and calm command of the process were deeply reassuring, especially during the most difficult moments. What stood out even more was your unwavering commitment to acting ethically and with integrity, even when the other side did not extend the same courtesy. That strength of character meant a great deal to me and helped me stay anchored in a process that was often emotionally and morally challenging.

Thank you for being both a skilled advocate and a steady presence. I’m deeply grateful to have had you in my corner.

Madeline
Property Law Client

I would like to say a truly heartfelt thank you for everything you did yesterday. You went above and beyond, not just in terms of the legal work, which was so thorough and professional but in the way you showed such care, calm and kindness throughout.

"This has been an incredibly emotional and complex chapter of my life, and to have someone like you guiding the final stages made all the difference. You were steady, thoughtful, and incredibly responsive.  I felt genuinely supported and looked after!

Thank you for helping me bring this to a close with grace and dignity. I’m so grateful our paths crossed."

Maddie
Family Law Client