Wills and Estate Planning

Estate planning involves more than just a Will. An appropriate estate plan is vital to ensuring your assets are distributed in accordance with your wishes, in assisting to protect your family's wealth as well as legally managing potential tax liabilities.

We can assist you in formulating an estate plan tailored to your circumstances, lifestyle, assets and goals. We can also assist you with setting up a trust to protect your family's wealth and nominating a power of attorney or guardian for your personal and healthcare matters in the event you are unable to make decisions for yourself.

Partner Mark Phillips heads the estate planning team at Symons Phillips and has been practising in this area for over 25 years. We understand your estate plan will be unique and we endeavour to provide you with easy to understand advice as to what can be an otherwise complex area of the law.

We also provide comprehensive probate and administration of estate services. If someone has died, a Grant or Probate is usually required to deal with their estate and effectively distribute their assets. We can assist you in winding up and administering a deceased estate during this stressful and emotional time with as much involvement as you wish.

Our areas of expertise include:

• Making a Will including Wills which incorporate Testamentary Trusts
• Powers of Attorney, Medical Attorneys and Guardianship Nominations
• Superannuation
• Succession documentation
• Trusts
• Probate
• Administration of estates including transfer of title for properties and financial investments