Make a deceased estate claim or Will challenge
Make a deceased estate claim or Will challenge We tell you honestly whether you have a family provision claim, and then we run it. Someone you cared about has died, and the will they left does not reflect what the relationship actually was, what you put into it, or what you now need. The will […]
Post-death testamentary trust for a minor beneficiary
Post-death testamentary trust for a minor beneficiary We set up the trust before the estate is distributed, so a child’s inheritance is still there when it is needed. When a will leaves assets to children, the default position is that they take full and unconditional control at 18. On a significant estate that means a […]
Understand your entitlements under a deceased estate
Understand your entitlements under a deceased estate We give you an independent answer on what you are entitled to, before the time limit decides it for you. When someone dies, the people closest to them often have no idea what they are actually entitled to, and the answer is rarely as simple as reading the […]
Administer a deceased estate
Administer a deceased estate We take executors through the whole administration, so the estate closes properly and nothing follows you afterwards. Someone chose you to finish their affairs, and you can’t ask them what they meant by any of it. That is the part nobody warns you about. The work itself is real enough: debts […]
Make a gift in your lifetime
Make a gift in your lifetime We structure the gift so it reaches the person you meant it for, and stays with them. You want to help now, while you are here to see it land. A deposit for a first home, capital for a business, school fees for a grandchild. The impulse is straightforward […]
Defend a deceased estate claim or Will challenge
Defend a deceased estate claim or Will challenge We defend the estate against claims, so the will the deceased actually made is the one that stands. You followed the will. You did what you were asked to do. Now someone is claiming against the estate and you are a respondent in court proceedings, while you […]
Protect your estate from potential claims
Protect your estate from potential claims We structure the estate now so the choices you made are the ones that survive you. You have decided who should benefit from what you built, and you have probably decided who should not. Family provision legislation lets certain people ask a court to change that, and the bar […]
Obtain a grant of probate
Obtain a grant of probate We prepare and run the probate application, so the court gives you the authority you were already trusted with. Being named executor is meant to be a mark of trust. Then you try to act on it, and every institution asks the same question before it will talk to you: […]
Protect a family loan from third parties
Protect a family loan from third parties We document the money as a secured loan, so a separation or a creditor cannot take it. You are helping one of your children into a house or a business, and you are not worried about them. You are worried about everyone else: the partner who may not […]
Business succession planning
Business succession planning We move control to the next generation while you are still here to steer it. You have built something worth handing on, and the people who would take it are ready, or nearly. What makes this hard is rarely the law. It is that you are deciding who runs the thing you […]