Personal Estate Planning

I’m too young to worry about this.

Wrong. Get organised and take control.

Congratulations! If you’re here, you’re responsible and about to be a whole lot more informed. The number of people without even the most basic personal estate planning strategy in place is staggering. Of all the things in the world that we know will happen, death tops the list, and planning around it is so easily within our control.

What’s the downside?

If you don’t establish even the most basic of wills, it’s more than likely going to result in a mess for others to clean up, or fight over:

  • Your children and their future
  • Loved ones not receiving what they may be entitled to
  • Loved ones fighting over what they think they’re entitled to
  • Missed opportunities to save on tax
  • Missed opportunities to protect assets for those who need it
  • Cost – a lot more than a will

 

We all need a will. Don’t put it off and make a start now. It is very easy, and potentially the best investment you’ll make in your life.

I already have a will - When should I review my will?

You’ve made your will, got it done, signed, safely stored in your lawyer’s strong room. What now?

 

Although there’s no set time frame, we recommend an annual check up, and here’s why:

  •  marriage and divorce – both can make an impact on your will
  •  re-marriage and further children including step children
  •  the birth of children or more children
  •  family members with special needs
    • eg intellectual disability, drug dependency)
  •  bankruptcy or likely bankruptcy of any beneficiary
  •  passing away of any beneficiaries, trustees or executors
  •  disposal of specific gifts you may have left for certain beneficiaries in your will
Refer to this “case study”

 

If you think you need to review your will  contact our Personal Estate Planning Team today by emailing:  wills@pdlaw.com.au

From here

Click on the buttons below for the next steps.


Wills Fee Brochure

Click here for our “Making Your Will” brochure detailing costs and description of cover,

Estate Planning Guide

Click here for our guide which will give you some more information on what you need to think about.

Wills Online Enquiry

Click here to complete our obligation free wills online enquiry, and once we receive it, one of our team will call you within 24 hours to discuss next steps.

Contact  Us

 

PD Law offers exceptional service to all of its clients, from its base in the Whitsundays.

It doesn’t matter where you’re located or what solutions you’re seeking, we’re always happy to hear from you.

 
Base Contact Details
Street Address

Suite 1, Cannonvale Court,
44 Coral Esplanade
Cannonvale, QLD 4802

 
Postal Address

Email: enquiry@pdlaw.com.au
Phone: +61 (0) 7 4946 6670
Fax: +61 (0) 7 4946 6329


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