Wills and estates

In advising our commercial clients, we are often asked to assist them to organise their non-business affairs by drafting their Will and tending to their various Estate Planning and Estate Protection issues.  This service is an element of business succession and is an essential part of fully addressing any clients legal needs.

Will drafting services

Our Lawyers draft a variety of different Wills to deal with the wishes of testators.  From simple Wills where there is no spouse or dependent children to complex Testamentary Discretionary Trust Wills dealing with blended family issues.  Whilst a Will appears to be a simple document, there are many technical issues which need to be taken into consideration when preparing even a simple Will to ensure that the Client’s assets are distributed according to their wishes.

Estate planning services

Estate Planning is defined by Perkins and Monahan as:

“a professional service (encompassing strategies, processes and actions) focussed on the preservation and transfer of a client’s wealth for the client and their designated successors“.

In considering our commercial client’s circumstances an estate plan is often required where the clients situation falls outside the boundaries of what’s considered straightforward.  We often work with Accountants and Financial Planners to ensure that a client’s estate can be transferred in both a timely and tax effective manner in line with their wishes.

Estate administration

We are often asked to administer the estate of a deceased person by applying for a Grant of Probate or letters of Administration under instructions from an Executor.  Once the Court has made the necessary orders, the Executor of the Will has a duty to realise the assets of the estate and distribute them according to the wishes of the deceased.

We are familiar with this process and have experience in dealing with the many issues that arise in transferring the assets including insuring that the respective insurances are in place over the deceased property and also realising the full value of the estate by locating and notifying any relevant insurance companies.

Disclaimer
This page contains general commentary only about Wills and Estates.  You should not rely on the commentary as legal advice.  Specific legal advice should be obtained to ascertain how the law applies to your particular circumstances.

Why choose Dundas Lawyers^®?

Having exerted Blood Sweat and Years^® since April 2010 we are the team you want on your side for the long term to act as the ‘bodyguard’ for your business to complete legal forensic investigations and case preparation.  Some of the reasons client’s choose Dundas Lawyers^® include:

• our Uncommon business acumen;
• our Uncommon expertise in transactional, compliance and litigious matters;
• our Uncommon expertise forensic case preparation;
• our Uncommon customer focus;
• the fact that we don’t just know law, we know business!
• how we leverage our Uncommon Nous^® to provide client solutions.

Considering getting a lawyer to advise your business?

For a confidential, no obligation initial telephone call to find out how we can help your business gain an uncommon advantage in wills and estates please phone our team on either 1300 386 529 or 07 3221 0013.

Malcolm Burrows B.Bus.,MBA.,LL.B.,LL.M.,MQLS.
Legal Practice Director
T: +61 7 3221 0013 (preferred)
M: +61 419 726 535
E: mburrows@dundaslawyers.com.au

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