Order, for the things and people you care about.

An estate plan is the set of documents that speaks when you no longer can and, done properly, it is also a plan for the years before that: who decides if you can't, who provides if you don't, and how a life's work moves to the next hands without breaking. For clients with businesses, trusts and blended circumstances, it is some of the most consequential legal work there is.

We advise on

Wills

Clear, current and drafted for your actual circumstances including the structures, businesses and relationships a simple will was never built for.

Testamentary trusts

Where appropriate, wills that create trusts for beneficiaries, for protection of vulnerable or at-risk beneficiaries, and orderly management of inherited assets, with the ongoing compliance obligations and requirements explained honestly.

Powers of attorney and enduring guardianship

Who decides, financially, medically, personally, if you cannot, chosen deliberately and documented properly.

Business succession

What happens to the business when an owner dies or loses capacity: control of companies and trusts, buy-sell arrangements between owners, and the coordination of the estate plan with the shareholder agreement (they must agree with each other; often they've never met).

Trusts in estate planning

Existing family trusts don't pass under a will, control of them does. We ensure appointorships, guardianships and succession mechanisms in trust deeds are aligned with the rest of the plan.

Well suited to

Business owners whose estate includes the business; families with trusts and structures; blended families, whose plans need more design than most; executors and beneficiaries in administration; anyone whose will predates their current life.

Enquiries

Talk to us before the question becomes a problem.

Initial consultations are confidential, and you’ll leave with our preliminary view — not a brochure.

All services

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