Practice area 12
Wills and Trusts
We help you design an estate plan that reflects your values and minimises future conflict.
Overview
A well‑structured estate plan ensures your assets are distributed according to your wishes, minimises taxes, and protects your family from delay and disagreement. We advise on simple wills, complex trusts, powers of attorney, and health care directives.
Our planning is tailored to your specific goals, whether you are planning for a blended family, a special needs beneficiary, or a high‑net‑worth estate.
What we handle
Matters within Wills & Trusts
Last wills and testaments
Drafting wills that clearly express your wishes.
Revocable and irrevocable trusts
Creating trusts to manage assets during life and after.
Living trusts and pour‑over wills
Combining a trust with a will to transfer assets efficiently.
Powers of attorney and health care directives
Appointing agents for financial and medical decisions.
Estate tax planning
Minimising estate and inheritance tax liabilities.
Special needs and blended family planning
Addressing unique family dynamics and beneficiary requirements.
How we work
A predictable path from first call to close
- 01
Goal setting
Understand your family, assets, and wishes.
- 02
Drafting
Prepare tailored estate planning documents.
- 03
Execution
Properly execute and fund trusts and other instruments.
- 04
Review
Periodic updates to reflect life changes.
Common questions
- Do I need a trust or a will?
- It depends on your goals, asset value, and desire for privacy. We explain the pros and cons.
- How often should I update my estate plan?
- We recommend reviewing it every 3–5 years or after major life events.