Succession & Estate Planning

Making a Will with Farrellys ensures that your assets are distributed in accordance with your wishes.

If you cannot come to our office, we can prepare your Will and send it to you with instructions on the correct procedure for signing. 

We work with you to ensure that what you leave your loved ones is an estate that can be efficiently administered with a minimum of uncertainty, conflict or dispute between your chosen beneficiaries.

Simplicity in the administration of your estate usually requires careful planning.

We can assist you to achieve simplicity in the administration of your estate and reduce the possibility of costly estate disputes and estate litigation. Contested estates can cost thousands of dollars in legal fees which can exhaust the estate and ruin family relationships.

Intestacy laws can produce unexpected and undesirable results.

You can provide your family with a tax effective testamentary trust in your Will whilst providing asset protection within the testamentary trust structure.

We work with your financial planner or accountant, if appropriate, to carefully plan your estate and prepare your Will to make sure that ownership of the assets you leave is structured appropriately. This may include drafting and execution of binding death benefit nominations of your superannuation death benefit.

We can assist you with advice and assistance in the administration of a deceased estate. We have experience in acting for both executors and beneficiaries and we can assist you with applications, and re-seals of foreign grants.

We can advise and represent you in relation to other assets such as life insurance and superannuation death benefit claims, where claims for these assets are being disputed.

If you are concerned about an estate in which you have an interest, we can assist you to obtain a copy of the Will. We can advise you regarding the validity of the Will in which you have an interest and advise you regarding your legal rights in circumstances where the Will may be invalid for want of testamentary capacity or for other reasons.

We can help with the following:

  • Estate planning

  • Will drafting

  • Testamentary Trust Wills

  • Estate Administration

  • Estate Litigation

  • Powers of Attorney