Planning & estates
Good planning is an act of care. We help you document your wishes and navigate estates with steady, plain-English support.
A Will sets out who looks after your estate (the executor) and who receives your assets. Without one, state laws decide who gets what — which may not reflect your wishes or family shape. Thoughtful estate planning can also consider tax, superannuation, Powers of Attorney and longer-term support for loved ones. We help you prepare documents that are practical, clear and easy to administer.
Probate is the court process that confirms a Will is valid and authorises the executor to deal with the estate. Not every estate needs probate, but banks, share registries and Land Titles often require it. We help executors understand what’s needed and prepare the application step by step.
For Wills & POAs
We meet (in person or online), talk through your family, assets and wishes, then prepare a tailored Will and, if appropriate, Powers of Attorney. We go through the documents with you in plain language before signing.
For Probate & estates
We review the Will and assets, advise whether probate is required, prepare the paperwork, advertise where needed, and guide you through collecting assets, paying liabilities and distributing the estate.
For a new Will:
• A simple list of your assets and any key debts.
• Names and addresses of your executors and beneficiaries.
• Any specific gifts or wishes (for example, guardians for children).
For probate:
• The original Will (if there is one).
• The death certificate.
• A list of assets and liabilities in the deceased’s name.
Simple Wills can usually be prepared within a short timeframe once instructions are clear.
Probate timeframes depend on the court, but most straightforward matters progress calmly with organised paperwork. We keep you updated so you always know the next step.
A Will lets you choose your executor and beneficiaries. Without one, state laws decide who receives your estate — which may not align with your wishes or modern family structures.
Probate is a court order confirming a Will is valid and appointing the executor formally. It’s often required where there is real estate, significant bank balances or shareholdings.
Yes. Much of the process can be managed online and by email, with clear checklists and communication so distance isn’t an added stress.
They allow trusted people to make financial, personal or medical decisions for you if you can’t. They sit alongside a Will as part of a sensible life-planning package.
It’s wise to review it when relationships, assets or wishes change — for example, after separation, new relationships, children, or significant asset changes.
If your situation feels uncertain, you don't have to navigate it alone. We take the time to understand your goals, explain the options in plain language, and help you move forward with confidence.
Compassionate guidance for VCAT applications when someone can’t decide for themselves. Clear preparation, respectful hearings, and ongoing support with duties and reporting.
Talk to a lawyer →Clarity and reassurance before, during or after a relationship. We meet strict requirements, provide independent advice, and craft agreements that stand up.
Get clear advice →Fair division of assets, liabilities and super. Transparent disclosure, sensible valuations and clear documents — so financial certainty arrives without chaos.
Map your next steps →A calmer, structured conversation to reach parenting or property agreements. We prepare you well and turn outcomes into documents that genuinely hold.
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