Wills & Estate Planning

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Wills & Estate Planning

This is a general guide and will depend on your specific circumstances.

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?

Contesting A Will & Challenging Validity?

If you have been left out of a Will or have been unfairly treated in terms of the amount of your inheritance, you may be able to claim against the estate.

Is there a time limit?

You have 12 months from the date of your loved one to make a claim. In some circumstances, this time limit may be extended.

Please get in touch with us to discuss your particular situation.

Estate Planning

More than half of Australians do not have an Estate Plan in place. Are you one of them?

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.

How Can We Help?

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 Estate Planning team 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.

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

To protect you and your family completely, here are some important considerations:

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:

Wills & Estate

Probate & Administration

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.

Wills & Estate Planning