We’re Here to Give You Peace of Mind

Case Study 1 – Urgent Matter due to Health. 

We had an appointment with a client who had come in with significant urgency as one of them was a week out from a surgical procedure. 

We were able to arrange a conference, and touch base with their accountant & financial planner, and draft their estate planning documents within 2 days. We sent copies of their drafts to them for approval and made minor amendments and met again with them again to sign the finalised documents that same week.

During their signing conference, they expressed that having their Wills organised and in place gave them a great deal of peace of mind knowing that their family would be provided if anything had happened.  

These clients left us a review thanking us for our efficiency and have since recovered from their procedure. 

Case Study 2 – Capacity 

Our client’s husband called into our office and explained our client had been hospitalised and was in a serious condition but still had capacity to give instruction (as per her doctors instructions).

We attended the hospital and interviewed the Client to obtain her instructions for an Enduring Power of Attorney. We promptly prepared an enduring power of attorney and attended later that day to facilitate signing.

Case Study 3 – Health 

A client of ours had been receiving medical treatment and was immuno-compromised, rather than having the client come into our office and interact with multiple people we attended the client’s home and took instructions there in order to maintain his safety. 

We were able to take his instructions and draft our clients documents, whilst ensuring we didn’t put him at any further risk to his health conditions. 

Case Study 4 – Complexity of Business Entities & Trusts 

A client had a complex structure of business entities and trusts in place. We liaised with their accountant and reviewed the relevant trust deeds, company constitutions, and legislation to allow us to provide bespoke estate planning advice.

With this advice the clients were able to make informed decisions about their estate and provide instructions to leave their loved ones in the best position going forward.

Case Study 5 – Testamentary Discretionary Trust

A client of ours has an adult child with a disability who required ongoing care and assisted living. Through creation of a Testamentary Discretionary Trust (TDT) we were able to assist the clients with planning for their child’s future and give them the peace of mind that their child would be sufficiently cared and provided for after they were gone.

Case Study 6 – General Will & Beneficiary 

We had an appointment with a new client, who advised she had recently gone through a relationship breakdown and purchased a home on her own. She was worried that if something were to happen to her, that her asset she had worked so hard to purchase would be gone.

She advised she had made the decision to have her ex-partner as her beneficiary in her will prior to the relationship breakdown and now didn’t know who to choose as her new beneficiary. After discussing the multiple options of beneficiaries to choose from, our client had chosen her mother to receive her estate. We were then able to draft & sign her will in the next appointment.

Our client left our office feeling satisfied knowing her mother will be looked after, in the event something happened to her.