Wills & Estates

Planning for the future minimises the risk of costly disputes arising from your estate.

We provide legal advice on all areas of estate planning including :

Preparation of Wills including for singles, married couples, blended families and those requiring more complex Wills with testamentary trusts or special disability trusts.

Succession of Existing Trusts – advice on intergenerational transfers of ownership in family trusts.

Superannuation – advice on death benefit nomination forms, pension documents and ownership of life insurance policies

Powers of Attorney – general, enduring and medical treatment

Will Disputes – challenging or defending a Will

Talk to us about having your wishes carried out upon death including the transfer of your assets to your appropriate loved ones.

Our Wills & Estates Team

Grant Mackenzie

Have Any Questions?

How is a will executed?

There are strict rules determining how a will is executed. The will maker needs two independent witnesses being in the same place each observing the will maker signing each page of their will. The two witnesses using the same pen must also sign each page of the will. We advise that you should always seek a lawyer’s advice prior to signing a will.

What is a testamentary trust?

A trust is a legal entity where the ownership of an asset is held by one party whilst the benefit is given to another party. In a will, a will maker can give the benefit of an asset or assets to a beneficiary whilst the control of the asset is held by the trustee.

What is a power of attorney?

A power of attorney is a document where a person, during their lifetime, gives another party or parties the right to make decisions on their behalf in certain circumstances. The most common powers of attorney are enduring which can cover legal, financial and lifestyle choices and medical treatment.

Do my partner and I need separate wills?

All couples need to have separate wills. They can reflect each other, having the same terms, but a will is personal to an individual and not a couple.

Further Reading

What Is A Life Interest? And How To Create One In Your Will

Life interests are popular now that second marriages and de-facto relationships are commonplace in society. Life interests enable you to provide for someone by giving them the ability to use your property after your death. A life interest provides many of the benefits...

Capacity To Make A Will: What You Need To Know

Whether you have ‘capacity’ to make a decision may significantly impact your ability to conduct your own affairs. Capacity is a particularly important legal concept when making a new will or a power of attorney. Understanding what constitutes capacity will assist you...

Want to Know What Happens To Your Assets After Death?

One of the most important decisions to make when considering making a Will is who gets your assets. Many clients are surprised to find that their Will only deals with assets in their own name at the date of death which could only be a bank account of $10,000, although...

Send Us An Enquiry

One of our Wills & Estates team will contact you for a free chat about your legal requirements.

“My mother was a long-time client of Grant and as an executor of my mother’s Will, which was executed by Grant, I had many appointments with Grant. I felt that he put the interests of my mother’s, myself and my sister at the centre of all our interactions.”

Christine P