Plan for the Future – Wills & Estate Planning
At Atkinson Vinden, we handle hundreds of Wills and estate matters each year – from drafting simple and complex Wills to handling probate and resolving disputes over Wills. Let us help you with your estate planning needs.
A paramount concern in this area is ensuring that our wishes, and those of our loved ones, are honoured after we pass away. Effective estate planning involves doing all that is possible to ensure that your assets pass to your chosen beneficiaries efficiently and tax effectively.
Proper planning for the future involves a thorough consideration of your circumstances and of the circumstances of those you wish to inherit from you. It will require consideration, not only of your directly held assets, but also of any superannuation, life insurance, interest in any trust or business interests. It will consider the potential for claims to be brought against your estate and ensure that, so far as possible, your estate is protected.
A thorough plan for the future will involve making not only a Will, but also usually a power of attorney and appointment of enduring guardians. It may include documenting your wishes regarding future health care, including end of life treatment decisions.
Our services include helping your family obtain probate of your Will after your passing, and we can help with calling in the assets, dealing with those owed money from your estate. We even liaise with superannuation funds, insurers, we track down and realise your share portfolio, and make sure that your Will is distributed as per your wishes. Where a home needs to be sold, we have a fantastic property team able to handle that side of things.
One important aspect of engaging a lawyer is properly scoping the costs which relate to the work. Given the sensitivity of matters surrounding will and estate, we are open to negotiating fixed fee arrangements, assisting with cash flow planning and being upfront about costs at all times. For more information about how we charge for services, watch our video below;
Let us take over the worry for you in this area, by getting your Wills and estate planning needs sorted out. Call Miranda Thompson, team leader of our Estate Planning Team on (02) 9411 4466, or email her firstname.lastname@example.org