A will is a legal document which is used to transfer a person’s assets to their beneficiaries after their death. Our estate planning team have years of experience in preparing & drafting will documentation for clients.
Enduring Power of Attorney (EPOA)
An Enduring Power of Attorney (EPOA) allows you to appoint someone you trust to make decisions about financial and/or health matters in your life on your behalf. To find out how we can assist you in appointing an EPOA, please contact our estate planning team.
Binding Death Benefit Nomination (BDBN)
A Binding Death Benefit Nomination (BDBN) is required by your superannuation fund to direct where the proceeds of your superannuation are to be directed to when you pass away, as they don’t automatically become a part of your estate. To know more please contact one of our estate planning lawyers today.
Testamentary Discretionary Trusts (TDT)
At PD Law, our lawyers have many years of experience dealing with the complexities that can arise when creating a Testamentary Discretionary Trust (TDT). To discuss your requirements and the process of creating a Testamentary Discretionary Trust, contact our team today.
Probate and Letters of Administration
If you have been named the executor of an estate, we can assist you in applying for a grant of probate to allow you to carry out the instructions in the Will.
We offer several other services which aren’t covered in our general estate planning matters. These services include but aren’t limited to Statement of Reasons, Letter of Wishes, Testamentary Guardianship and more.
Meet the Team
Estate Planning Roadmap
The Estate Planning process can be confusing. Get our FREE roadmap here to help navigate the journey ahead.
Frequently Asked Questions
Get the answers to your burning questions. We answer the most common frequently asked questions in relation to the estate planning process.
What our Clients Say
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.