WILLS & ESTATE PLANNING

Planning for your family's future after you're gone is important - let us help.

Whether you need help with preparing a Will, managing a deceased estate, or contesting a Will, Landmark Legal's experienced team can help.

Planning for your family’s future after you’re gone is a really important legal task. If you take the time now to make an effective legally binding Will and Testament you can save your family not only stress but money in what will undoubtedly be a difficult time for them.

Landmark Legal can help:

  • Advise you in regard to estate and probate laws
  • Write a Will that maximises the inheritance for your family
  • Set up family and testamentary trusts
  • Advise you in regard to choosing executors and guardians
  • Minimise the chance that your Will is contested and subject to litigation
  • Advise in regard to estate tax (including capital gains) and financial concerns
  • Safely store your Will and other important legal documents

 

At Landmark Legal we specialise in Testamentary Discretionary Trust Wills. We can clearly discuss your options, the asset protection and tax benefits available, especially for the ‘ordinary’ family circumstances.

Contesting A Will

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

At every stage of contesting or challenging a Will it’s important to have sound, experienced legal advice. We have the skills to negotiate on your behalf to avoid costly court fees, but if it comes down to court we also have the skills to fight on your behalf.

Probate and Deceased Estates

At Landmark Legal we understand that dealing with a deceased estate is one of the more difficult challenges in life. From mountains of paper work to legal jargon and simmering family disputes, they’re the last things you want to deal with when you’re grieving the loss of someone important in your life.

So, let us help you by:

  • Interpreting the Will of the deceased in terms of estate laws
  • Advising executors and trustees in regard to their duties and rights
  • Informing government bodies including Centrelink and Veterans Affairs
  • Applying for Probate of the Will in the Supreme Court
  • Dealing with intestacy (where there is no Will)
  • Applying for Letters of Administration (if the Will is deemed invalid or is absent)
  • Identifying estate assets and liabilities
  • Obtaining valuations of estate property
  • Collecting estate financial assets including superannuation, bank funds, shares, outstanding loans, and insurance payouts
  • Selling or transferring estate property including estate auctions
  • Paying estate debts including mortgages, funeral costs, and testamentary expenses
  • Advising in regard to family and testamentary trusts
  • Administering trust funds
  • Distributing bequests and inheritances to beneficiaries
  • Organising information for estate tax returns
  • Family mediation and negotiation
  • Contesting wills and defending estate litigation in the Supreme Court

 

Call to discuss your wills and estate planning requirements.

 

Please see our Estate Planning Brochure for more information.

Estate Planning Specialists