Will and Estate Planning

Protect your most valuable assets.

Planning ahead gives you control over the future of your estate and ensures that your Will provides for your loved ones. Our Wills and estate planning lawyers take the time to ensure that your final wishes are carried out quickly, efficiently and tax effectively for your intended beneficiaries.
Our difference

When your life savings are at stake, obtaining the right advice can save time and money, both for you and your beneficiaries. Our lawyers assist you in navigating through the complexities of tax, superannuation, trusts, legal challenges, and intricate family and interpersonal relationships, so your goals are achieved.

We understand that each person has different needs with their Wills and estate planning. Our lawyers are knowledgeable and experienced with the sensitivity and foresight to ensure that those you love are taken care of and free from unnecessary stress and costs at a time of bereavement.

Contact our team

Our Will and Estate planning experts in Bendigo and Castlemaine are ready to help you.

Will and Estate plannning
Knowledge Base

If there’s something you have questions about, it’s likely our team already have the answers and insights you need.

We’re ready to help.

Common questions

What is a Will?
I own everything jointly with my spouse do I need a Will?
What happens to a document if it’s not witnessed properly?

Your Will and Estate experts

Power of Attorney

Appointing a Power of Attorney is an important part of the estate planning process. In Victoria, there are two very important documents to consider – the Enduring Power of Attorney and the Appointment of Medical Treatment Decision Maker.

Business succession planning

Whether you have a straightforward [Self Managed Super Fund], a business, or a complex series of inter-related trusts and companies, it pays to take the time to ensure that control of your wealth is passed to your intended beneficiaries.

Our lawyers work with you to map out succession plans that cover business or personal transition arrangements, superannuation, wills and estate planning. In particular, we have experience working with small to medium-sized businesses to structure the business owners’ commercial and personal affairs in a way that provides their families with a financially healthy legacy.

Probate and estate administration

Dealing with the estate administration process can be a difficult time, especially after the recent loss of a loved one. We guide you through the process if you have been nominated to administer the estate of a Will maker. We have prepared a guide to estate administration and acting as an executor which you can read here.

Our Wills and Estate services

We start with what your goals are. We then provide you with advice about the best way to achieve your goals, and the taxation, pension eligibility and asset protection consequences of doing so. We take the time to understand your family dynamics. If there are current sensitives or issues that might arise later, then we can help you address them to obtain the best possible outcome.