Estate Planning
Pass on your wealth to the people you love.
You have accumulated material wealth and want to make sure that it ends up in the right hands.
ADLV Law will help you put in place a comprehensive and robust estate plan. We will implement your wishes and ensure all the formalities are properly attended to.
You can then relax, knowing that the fruits of your lifetime’s hard work will ultimately benefit the loved ones you intend.
Pass on your hard-earned wealth to the people you intend.
Avoid costly Government interference and potential third-party claims.
Lay the foundations for your family’s long term financial security.
Where will your hard-earned wealth end up?
You know you need to put in place legal documents to pass on your wealth when you die. But you are not sure where to start and whether the whole process is going to be worthwhile.
To be honest, you would rather not think about death at all.
We will help you understand the key things you need to decide, and give you clear recommendations on which way to go.
We will then draft robust legal documents to make sure your wishes are respected.
We will do what we can to turn this chore into a positive and meaningful experience.
You have made sacrifices to build your wealth. Make sure the effort was worthwhile.
You’ve been successful in business and life, and have amassed a material amount of wealth. You have worked hard to provide financial security for your family, both during your lifetime and long after you have died.
You have a basic ‘plan’ for who you would like to benefit with your wealth, both before and after your death. However, you realise your affairs are complex and you know you haven’t invested enough thought in putting in place a comprehensive estate plan. You know some of the things you want to achieve with your estate are not straightforward, and you aren’t sure where to start.
Given the complexity of your affairs, including the legal structures through which you hold your business and investment wealth, if you died tomorrow you would be leaving a mess. Chances are not all of your assets will end up where you intend. Furthermore, your loved ones will be exposed to unnecessary stress and uncertainty, as they deal with Government interference, potential claims from outsiders and avoidable tax liabilities.
Leaving things to chance is not an option.
You want to look after your partner and then pass on your wealth to the next generation according to your own choices and values.
If you die without a comprehensive estate plan in place, your assets will be dealt with according to the Government’s arbitrary rules. Chances are some of your assets will end up in the hands of people you do not intend to benefit.
Without properly appointing someone to administer your estate, your heirs will need to apply to the Government for the right to step in. If more than one person wishes to control your assets, a costly argument may ensue.
If you have more complex affairs, involving family trust, self-managed super, life insurance and business interests, then the chances of losing control of this wealth, or expensive fights breaking out, are inevitable.
How our estate planning experts can help
We will help you understand your options and put in place comprehensive and robust estate planning documents.
We will assist you in ensuring that your assets end up where you intend.
We will also help you avoid unwanted interference by Government officials, and reduce the chances of an expensive challenge to disrupt your plans.
After your comprehensive estate plan is in place, you can then turn your attention back to the now. You can get back to growing your wealth and spending valuable time with the people you love.
Your path to peace of mind.
Follow these simple steps towards a future you’re in control of.
Step 1
Talk with a lawyer
Call now and speak directly to one of our experienced estate planning lawyers. We will take the time to clearly understand what you want to achieve.
Step 2
Formulate a plan
We will formulate a comprehensive strategy, covering where you are now, what you want to achieve, and what we need to do to make it all happen.
Step 3
Execute the plan
We will then implement your estate plan in comprehensive and robust documents. You can be sure of the outcomes.
Our Estate Planning Team is fiercely on your side
We understand that you don’t want to think too deeply about your demise. However, we have also seen the deep feeling of contentment that comes with having a comprehensive and robust estate plan in place.
You have worked hard to provide for your family and loved ones, make sure that you take the necessary steps to ensure that they ultimately benefit.
Over the past 25 years, we have helped thousands of successful people pass on their hard-earned wealth to the next generation.
We have seen what works and what doesn’t, and can help you avoid the pitfalls.
Our lawyers include Accredited Specilaist in Business Law, Fellows of the Society of Trust & Estate Practitioners and Accredited Family Business Advisers.
We will support you through the process, from beginning to end.
Kasia Maczuga
Catherine Fairlie
Our team will work hard to make sure you are supported, while together we work to secure your family’s financial future.
We understand you want to know the cost to get us involved, before we get started.
We will map out our process, from beginning to end, so you know what the journey will look like before you get started.
We will provide you with a clear and detailed Work Proposal covering each step along the way.
Our fair fees are all-inclusive. No hidden costs for telephone calls, emails, photocopying, couriers, or coffee.
Our Great Lawyer Guarantee
Take the time
We listen carefully to understand what you want to achieve. Then we thoroughly explain our advice and step you through the documents. You can be sure you know the full consequences.
Share our knowledge
Stick to our knitting
Work as one team
Fair pricing
we provide a fixed or capped quote so you don’t take price risk. If you’re in a dispute, we map out the process and costs so you know what to expect.
It’s your show
Above all, we promise to always be fiercely on your side.
Take the first step
Call us now to book an appointment with one of our experienced estate planning lawyers.
We’ll discuss the best way to pass on your wealth, and gain peace of mind.
Want to know more? Read some of our insights at the links below.