Will and Estate Lawyers: Estate Planning
Will and Estate Lawyers
Please get in touch with our firm so that one of our friendly and experienced staff can advise you about your specific situation.
Our team will vigorously fight to ensure you have a continuing relationship with your children and to prevent them from being exposed to harm. JB Solicitors has extensive experience preparing parenting order applications and representing parents seeking to enforce parenting orders.
Who can dispute a will?
- Wife or husband
- Defacto or same-sex partner
- A former spouse or de facto partner
- Child, stepchild or grandchild
- Parent of a child of the deceased
- Parent, brother or sister
- Someone who was financially dependent on the deceased
- Carer of the deceased
When Can You Enter into A Binding Financial Agreement?
- Before the marriage or the commencement of a de facto relationship
- During the marriage or de facto relationship
- After the breakdown of the marriage or de fact relationship – If made after marriage, the binding financial agreement must be made within twelve (12) months of an order of divorce.
Will and Estate Lawyers Sydney: Contesting a Will
Will and Probate Lawyers Near Me
Estate Planning is not often at the forefront of most people’s minds. For many people, thinking about their mortality is a difficult thing to do – and perhaps it’s even a task in the “too hard” basket. However, estate planning is critical in helping the people close to you understand how to distribute your wealth and investments.
Lawyers that Deal with Wills
At JB Solicitors, our goal is to understand your wishes and help you express them in the best possible way to give you peace of mind.
Our Will and Estate Lawyers are passionate about finding the right strategy for you. This goes beyond having a financial plan or just a Will. We partner with you to develop a personalised long term plan that fulfils your needs and fits your situation, and at the same time ensure it is legally enforceable to protect your assets and your family and friends. Contact Wills and estate lawyers near me at JB Solicitors Sydney CBD.
We can assist with:
- Assessing your assets and investments
- Nominating a person responsible to act on your behalf
- Ensuring your wishes are followed through, and assets are passed onto the people you desire
- Reducing tax payable
- Creating a Will and keeping safe custody of your Will
- Drawing a Statement of Wishes for your moral wishes
- Regular prompts to review your plan at various life events
Estate Planning goes beyond a Will
- While it is easy to make a Will, it is beneficial to have it prepared by a lawyer. A properly drafted Will ensures you'll get it right and minimise any chances of a dispute.
- Power of Attorney – means appointing someone to act legally on your behalf. You will need to choose someone you can trust as any action they take will lawfully bind you. We always suggest seeking legal advice on this because of how powerful it is.
- Testamentary Trust – is a trust and comes into effect after your passing. It provides greater control over the distribution of your assets to the people you want.
- Tax implications – we assist with identifying potential tax consequences early on, such as tax returns or even superannuation issues. By doing this, we can find a solution to minimise the tax implications.
Learn more about Wills and Estate Planning by clicking on the links below:
Probate & Administration
- Administration of the Estate
- Executor: Duties and Liabilities
- Finalisation of the Estate: Preparation of Estate Accounts
- Payment of Legacies & Transfer of Specific Assets
- Preserving & Maintaining Estate Assets
- Publication of Notice of Intended Distribution
- Transfer of the Residue of the Estate
- Transmission of Estate Assets
Ready To Get Started, Or Have Further Enquiries ?
Our estate planning services are fixed in pricing as we believe in giving our clients certainty and value transparency.
Or use the Settify link below to get in touch with one of our experienced estate planning professionals.
