OUR SERVICES
We work with individuals and families across Geelong and Greater Melbourne to help make, update, and understand their Wills and Estate Planning documents.
You might be putting a Will in place for the first time, choosing someone you trust to make decisions on your behalf, or needing to update your estate planning after a change in life. Whatever your situation, we take the time to listen and guide you through each step with clear, timely advice.
Take a look at our services to see how we can help you and your family plan with confidence.
Estate Planning
Your Will is only part of the picture.
Estate planning is about making sure the right people are in place, the right documents are signed, and your wishes are clearly understood. We help you take care of it now, so your family is supported later.
Simple Wills
A Simple Will ensures your wishes are known and your assets go to the people you choose. Whether you're writing your first Will or updating an old one, we make the process straightforward and stress-free.
Wills with Testamentary Trusts
Sometimes called Complex Wills, these Wills include everything in a Simple Will plus one or more testamentary trusts tailored to your needs. They offer extra protection for your assets, tax benefits and flexibility.
Ideal for blended families, vulnerable beneficiaries, or anyone needing long-term support and control.
Guardianship of Minor Children
Make sure your children are looked after if something happens to you. We help you legally appoint a trusted guardian to care for your kids if you and your spouse pass away before they turn 18.
Succession of Family Trusts & Companies
Make a clear plan for who will take over your family trust or company, and how it will be managed when you're no longer around. We help you protect your assets, avoid future disputes, and ensure your intentions are followed, so everything is in place when it matters most.
Superannuation Nominations
Superannuation doesn’t automatically form part of your estate, so it’s important to have the right superannuation death benefit nominations in place.
We help you understand your options and ensure your super is distributed according to your wishes. With careful superannuation estate planning, you can protect your loved ones and reduce unnecessary tax or delays when the time comes.
Victorian Enduring Powers of Attorney
Appoint someone you trust to step in and make financial, personal and medical decisions if you can’t.
An Enduring Power of Attorney (for financial and personal matters) ensures your affairs are managed by the right person, so bills are paid, responsibilities are covered and your loved ones aren’t left guessing.
You can also appoint a Medical Treatment Decision Maker to speak with your doctors and make medical decisions on your behalf if you’re unable to do so yourself.
WE’RE HERE TO HELP