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Wills and Estate Planning

Estate Planning

A professionally prepared Will coupled with Estate Planning advice will ensure that the hard work that you have put in throughout your life will continue to benefit your family when you are no longer here.

Stephen Wawn and his professional team understand the peace of mind that comes with knowing that your family will have nothing to worry about.

Our professional services and experience will ensure that no matter how simple or complex your assets and business interests may be, your wishes will be respected.

Ensuring that your family and your assets are protected is our number one priority.

As part of your estate planning needs, we usually prepare a Will, an Enduring Power of Attorney, an Enduring Guardian and Advanced care directive. Our team is also experienced in more complex estate planning needs including business continuity & succession planning, family trusts and SMSF.

Contact us now to talk to one of our expert team members about your Will and estate planning needs.

Will

Our experienced estate planning lawyers can assist you with preparing your Will from a simple Will leaving your assets to your spouse or family to complex Wills with testamentary trusts.

Your Will sets out how your estate will be managed and divided when you pass. It is important that it is prepared accurately and clearly sets out your intentions. There are formal requirements to ensure that your Will is valid and our team can ensure your peace of mind by preparing your Will to ensure it meets these formal requirements.

There is an increasing number of Wills being disputed and challenged after a loved one passes. Our experienced team can ensure that your Will is prepared to ensure that your wishes are respected after you have passed and minimise the risk of your Will being disputed or challenged.

If you would like to talk to our expert team about preparing or changing your will, contact us now.

Enduring Power of Attorney

An Enduring Power of Attorney allows a nominated person to manage your financial and legal affairs when you are not able to. This could include if you lose your capacity to make decisions about your financial and legal affairs or if you are temporarily unable due to a medical issue. Ensuring that there is a trusted person to manage your affairs whilst you are unable is important and reduces the inevitably issues or disputes that may arise if you have not appointed someone.

Our team can assist in preparing your appointment of an Enduring Power of Attorney and ensure that suitable limits, restrictions and conditions are included to give you peace of mind that your assets and affairs will be appropriately managed if you are not able to.

Enduring Guardian

An Enduring Guardian is similar to an Enduring Power of Attorney but relates to your medical and lifestyle decisions. If for any reason you are unable to make medical decisions for yourself, your Enduring Guardian will make these decisions for you. Generally, a doctor will need to determine that you cannot make these decisions for yourself before your Enduring Guardian can act. Without an Enduring Guardian, your medical practitioners may not be able to get instructions on how to care for you or disputes may arise about what care you should receive.

We have experienced lawyers who can guide you through the process and ensure that in the unfortunate situation where you can’t make these decisions, your wishes can be respected by a trusted Enduring Guardian. To discuss an appointment of an Enduring Guardian or for any other estate planning needs, contact our team today.

Advanced care directive/medical direction

An advanced care directive/medical directions is a document that sets out your wishes if you become seriously ill or injured. It allows you to set out the type of care and treatment you would wish to receive in these situations and ensure that your wishes are respected when you may be unable to say what you want.

The advance care directive tells your Enduring Guardian and treating medical practitioners exactly what type of care you what in these situations and ensures that you do not receive medical care or treatment which you would not have agreed to if you could communicate your wishes.

Our experienced estate planning lawyers can assist you in preparing your advanced care directive as part of your wider estate planning needs. Get in contact with us today to discuss all your estate planning needs.

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DISCLAIMER

No part of these notes can be regarded as legal advice. Although all care has been taken in preparing all notes, readers must not alter their position or refrain from doing so in reliance on any of these notes. Stephen Wawn & Associates do not accept or undertake any duty of care to readers relating to any of these notes. All inquiries should be directed to Stephen Wawn & Associates.

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