How can we help?
Do you need to make a Will?
Have a deceased estate to deal with?
Been left out of a Will?
Wills
Planning for your family’s future after you’re gone is a really important legal task. If you take the time now to make an effective legally binding Will and Testament you can save your family not only stress but money in what will undoubtedly be a difficult time for them.
Simpson Partners Wills and Estates lawyers can help:
- Advise you in regard to Estate and Probate laws
- Write a Will that maximises the inheritance for your family
- Set up family and testamentary trusts
- Advise you in regard to choosing executors and guardians
- Minimise the chance that your Will is contested and subject to litigation
- Advise in regard to estate tax (including capital gains) and financial concerns
- Safely store your Will and other important legal documents
At the same time as considering your Will we strongly recommend that you also put in place plans for any future incapacity through Power of Attorney and Guardianship documents. This will ensure that if you somehow become unable to make decisions about your finances, your medical treatment or living arrangements then the person or persons who you trust to make these decisions can do so unhindered.
Contact us to request an information sheet discussing things to consider before making your Will.
Contact us to find out more or to arrange a consultation with one of our will and estate planning lawyers.
Estates
At Simpson Partners Wills and Estates we understand that dealing with a deceased estate is one of the more difficult challenges in life. From mountains of paper work to legal jargon and simmering family disputes, they’re the last things you want to deal with when you’re grieving the loss of someone important in your life. So, let us help you by:
- Interpreting the Will of the deceased in terms of Estate laws
- Advising executors and trustees in regard to their duties and rights
- Informing government bodies including Centrelink and Veterans Affairs
- Applying for Probate of the Will in the Supreme Court
- Dealing with intestacy (where there is no Will)
- Applying for Letters of Administration (if the Will is deemed invalid or is absent)
- Identifying estate assets and liabilities
- Obtaining valuations of estate property
- Collecting estate financial assets including superannuation, bank funds, shares, outstanding loans, and insurance payouts
- Selling or transferring estate property including estate auctions
- Paying estate debts including mortgages, funeral costs, and testamentary expenses
- Advising in regard to family and testamentary trusts
- Administering trust funds
- Distributing bequests and inheritances to beneficiaries
- Organising information for estate tax returns
- Family mediation and negotiation
- Contesting wills and defending estate litigation in the Supreme Court
Contact us to find out more or to arrange an appointment.
Been left out of a Will by a family member?
Under the law you have only a limited period of time after the death of a person to make a claim. You can make a claim to ensure that you are properly provided for. What this actually means can be complicated, however, at Simpson Partners Wills and Estates we can help you ensure that you obtain your rightful entitlement.
Contact us to find out more or to arrange a consultation with one of our Will and Estate planning lawyers.
One of our Partners, Rod Simpson, is a full member of STEP
STEP is the worldwide professional association for practitioners dealing with family inheritance and succession planning.
STEP members help families plan for their futures, specialising in a wide range of activities, from drafting a relatively simple will to more complex issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving.
Full membership of STEP is only provided to those professionals with extensive experience in family inheritance and succession planning and are recognised by the TEP designation after their name.
