Wills and Estate Planning

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Wills and estate planning

A will is one of the most important documents you will ever sign.

It is part of the means whereby you ensure your assets are distributed in the way you intend after you die.

Estate planning

Estate planning is about ensuring that the assets you acquire during your lifetime are properly protected, structured, and distributed simply (and in the most tax effective manner) to your intended beneficiaries during your lifetime and after your death. 

Advance health directives

We assist with the preparing of Advanced Health Directives stating your wishes or directions in relation to your future health care for various medical conditions and only comes into effect when you are unable to make your own decision. Read our fact sheet on Advanced Heath Directives here.

Wills

We assist with preparing Wills that clearly sets out your wishes for the distribution of your assets after your death. Complete and return a copy of the Instructions for preparation of Will so that we can assist you with preparing your Will. 

Testamentary trusts

We prepare and provide detailed advice in relation to testamentary trust which are created by a Will to provide a greater level of control over the distribution of assets to beneficiaries. Read our fact sheet on Testamentary trust here.

Enduring powers of attorney

Enduring Powers of Attorney appoints someone to make financial and/or person decisions on your behalf.  We assist and prepare Enduring Powers of Attorney on your behalf.  Read our fact sheet on Enduring Powers of Attorney here.

Binding superannuation death benefit nominations

We prepare and provide you with our expert advice in relation to binding superannuation death benefit nominations.  Binding superannuation death benefit nominations allows you to advise the trustee who is to receive your superannuation benefit in the event of your death.

Deeds for mutual wills

We assist with the preparing of Deeds for mutual wills to ensure that property flows to intended, agreed, beneficiaries.

Directions to trustees

We assist the trustees (and executors) to administer the assets of the trust in accordance with the terms of the trust instrument.

 

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Convenient location and excellent service. Garland Waddington understand both personal and business succession planning, and have the expertise to deal with complex estate planning issues.Kaye Johns
Ken and the team at Garland Waddington are very knowledgeable and I have the utmost respect for them. Everyone I deal with always makes me feel like they have my best interests at heart.Bruce Perry
During the meetings I had with Garland Waddington, they explained the legal direction in a way I could understand. This made me feel comfortable and confident to move forward. Excellent service.Alan Slade
A wealth of experience to draw on that made consideration of complex issues and a solution easy to understand. We have every confidence in their advice and strongly recommend them to others.R Kerr
On an intellectual property licence agreement, I found them to be personable and they got the results required. Their service was reliable and prompt. I look forward to working with them into the future.Garth Chapman
A litigation issue was causing us enormous stress. We achieved the result we needed. We WON! The staff were easy to deal with. Their knowledge was outstanding and they were great communicators.Kate Marshall
We were blown away with how friendly everyone was. The staff member in particular who carried out our conveyancing work was prompt and very approachable. We were very happy with the cost as well.Paul and Lyn Thomas

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If you need help, or have a question get in touch with us today.