fbpx

estate planning

are you and your family protected?

An effective estate plan needs a holistic approach. We work with our clients to understand their needs, theirs fears and their wishes for the future. We help our clients build an estate plan which will give them peace of mind and protect them and their family in the event of death or incapacity. 
+

Strategy meeting

 Up to 30 minute appointment with our lawyer to understand your family structure and your estate planning needs. 

Questionnaire

We will send you a questionnaire to complete to ensure we have the correct spelling of names and understand your wishes. 

Video appointments

Have a young family? Busy at work? Live remotely? We have your sorted. 

We offer video consultations to all clients to ensure you can have your estate planning in place without the fuss.

 

 A snapshot of the estate planning documents we will assist you with:

Enduring Power of Attorney

Enduring Power of Guardianship

Will

Testamentary Trust 

 

 

Estate planning consults are currently taking place on a Wednesday. Appointments are limited. Book online now