Register to receive FREE succession planning strategies direct to your inbox!
Wills
Only certain people, defined as ‘eligible persons’ can contest a Will.
Read moreEstates
Sometimes a Will does not fairly provide for those left behind, when it should have.
Read moreContesting
The loss of a loved one is one of the most emotionally challenging times we face.
Read more
Your Resolution Pathway
Overview
Planning for your succession, in business or in life, is one of the most critical things you can do
See moreIdentify, Plan & Discuss
Run various likely scenarios and identify your wishes in each scenario
See moreDetermine Appointments
Who are those people whom you trust to best represent and carry out your wishes
See moreMake A Will
Talk with your lawyer and make a will which address your wishes in relation to your life scenarios
See moreMake Changes
As your life situations change you should periodically revisit your Will to ensure it meets your constantly changing world
See moreMajor Life Event
A major life event is often a trigger. When incapacity or death occur it is important to reference the Will.
See moreProbate
Following death the court needs to grant Probate before the wishes of a Will can be carried out.
See moreAdministration
The Administration of a Will is the process whereby the wishes of the deceased are carried out and the Estate is finalised.
See moreFinal Distribution
Once debts and obligations of the Estate have been settled, and where the Will is not being contested, the final distribution to beneficiaries can occur.
See more
Latest Resources
A Will – An Essential Tool For Your Business
A will is often viewed as important for the distribution of personal assets. However, many…
Read moreTradie’s, Farmers and Family Business owners – this is for you
Many families are increasingly using more complex structures such as partnerships, compani…
Read moreKnow Your Executor
Every person making a Will should nominate an Executor. The Executor must carry out your w…
Read moreDisputing a Will
When someone close to you dies, it is always a difficult time. What’s often more upsetti…
Read more