Estate Planning 

The purpose of all good modern estate planning Wills is to anticipate and plan for financial and personal problems beneficiaries may face. The more a Will plans for, the more protections and peace of mind it provides. The simpler a Will is (i.e. 3-10 pages), the less it plans for and the more it leaves to chance.

Modern Will drafting should only be undertaken by an experienced estate planning solicitor for three key reasons; it is far too complicated a task for a part-timer, one size does not fit all and for nearly all Australian families there is too much at stake. 

 

As well, the courts around Australia are setting new Will drafting standards for the legal profession as a result of a rising number of cases where solicitors are sued by disentitled beneficiaries.

Testamentary Trust Benefits Last 80 Years

 

RetireLaw estate planning is a special legal service that provides clients with sophisticated testamentary trust Wills drafted to protect inheritances and reduce the tax liability of beneficiaries - such trusts can pass down through several generations before the 80 years statutory life of a trust expires.

 

These special Wills reduce the risks faced by beneficiaries and their inheritances from costly disputes and seizure due to money problems, bankruptcy rulings and family court orders i.e. via divorce or relationship breakdown. 

 

Unlike the great majority of Wills, RetireLaw’s modern estate planning Wills provide plain language guidance to the executor and beneficiaries on a range of matters to ensure an efficient, protected and tax effective distribution of the estate takes place (see section on Probate for further information).

 

Protection During Your Lifetime

 

RetireLaw's estate Planning service also protects Willmakers during their lifetime via sophisticated and tailored Enduring Powers of Attorney and Appointments of Enduring Guardian documentation provided as a matter of course.
 

These documents ensure the right people are provided with detailed directions regarding your finances and welfare sshould you lose the capacity to make such decisions for yourself due to aging,illness or accident.

 

Learn the truth! View Tutorial Below

 

This tutorial has proved to be a valuable resource for our referring advisers, accountants and their clients, as it quickly and simply explains the value of estate planning and the serious personal and financial problems that standard Wills can cause.

 

It will almost certainly shine a light on many major issues you are unlikely to have even considered, but that you or your family will almost certainly face. 

Dawn Wong & Terry Purcell of RetireLaw Pty Ltd

Initial Consultations Are Complimentary

 

All initial client meetings are obligation free and usually revolve around discussing the clients’ needs based on issues highlighted in the completed estate planning questionnaire. Clients wishing to proceed with the RetireLaw service and having agree to the nominated lump sum fee, then meet with either Terry Purcell or Dawn Wong for a further meeting to have their Wills and associated legal documents fully explained and correctly executed. 

 

Estate planning documents are intended to meet the clients’ long term needs, however, changes in the family, ie children becoming adults, changing executors, a marriage breakdown, or significant changes in the form or value of one’s asset, are all reasons for seeking a meeting to review your documents.

 

Complimentary Ongoing Support

 

However, an integral part of the RetireLaw Estate Planning Service is the provision of free ongoing support to help you ensure future legal and financial decisions are Estate Planning ‘friendly’, and do not compromise your long term plans.

 

Contact RetireLaw Today

 

There is no cost to finding out exactly how a tailored estate planning strategy would answer your needs in order to meet your wishes, circumstances and objectives.

 

Phone     02 8908 9700
Email      dwong@retirelaw.com.au

Email      tpurcell@retirelaw.com.au

 

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We Believe Your Family Deserves A Better Will​

Estate Planning Solicitors North Sydney

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