WILLS & ESTATE PLANNING
Nobody likes to think about it too much, but the truth is, one day you’ll need to leave behind your responsibilities — whether it’s your home, your business, your farm, or your role as a provider for your family. That might happen through retirement, ill health, or passing away.
That’s why having a solid estate plan in place is one of the most important steps you can take — not just for your peace of mind, but for your family’s future.
It’s about making things as easy as possible for the people you care about. It can also help avoid conflict, reduce the risk of unnecessary legal costs, and ensure your legacy is protected.
What is Estate Planning?
Estate planning goes beyond simply writing a Will. It’s a bigger picture approach that considers:
- The assessment and structure of your asset
- Likely taxation outcomes
- Potential claims against your estate
- Protection of vulnerable beneficiaries
- Clear instructions for your wishes and responsibilities
Most importantly, estate planning is not a set-and-forget process. It should evolve as your life changes.
When Should You Review Your Estate Plan?
You should consider (or update) your estate plan whenever there’s a significant change in your life. Common triggers include:
- Getting married, separated, or divorced
- The birth of children or grandchildren
- Buying or selling a business or property
- Changes in your family’s asset pool
- Adjustments to superannuation, life insurance, or taxation
- Setting up or winding down trusts or business structures
A Good Estate Plan Involves Everyone
A successful estate plan isn’t made in isolation. Ideally, it involves open conversations with family members and trusted advisers. It takes into account not just your future — but theirs too. Your estate plan should:
- Provide for your retirement income
- Protect assets across generations
- Reflect the aptitudes, needs, and goals of your family
- Avoid unnecessary complications and uncertainty
- Honour your wishes with clarity and compassion
Free eBook: Navigating the Probate Process in NSW
A Friendly Guide for Families Facing the Loss of a Loved One
We know that losing someone is already hard enough. Understanding what happens next shouldn’t be.
Download our free eBook, Navigating the Probate Process in New South Wales, to learn about:
- What Probate is (and when it’s needed)
- What happens if there’s no Will
- What the Executor is responsible for
- How to avoid delays, mistakes, or disputes
- The next steps after a loved one passes away
👉 Download your free guide now.
Simply enter your name, phone number and email below, and we’ll send it straight to your inbox.
Let’s Make a Plan – Together
Whether you’re preparing for the future, supporting elderly parents, or running a business or farm — we’re here to help. Estate planning doesn’t need to be scary or complex. It just needs to start. We’ll help you take care of tomorrow, today.