Helping executors and families navigate the legal process following a death.

We assist clients in applying for probate or letters of administration, ensuring that estates are administered efficiently, lawfully, and in accordance with the deceased’s wishes. Our team supports executors and administrators through every step of the process with sensitivity and precision.

Our work includes:

• Preparing and lodging probate applications
• Acting in letters of administration (where no will exists)
• Advising executors and administrators on legal duties
• Managing timelines, distributions, and asset realization

We guide clients through the probate process with clarity and care – ensuring estates are finalized properly.

Developing strategies to ensure business continuity and a smooth transition of ownership with minimal disruption.

We work with business owners, directors, and family stakeholders to design succession plans that facilitate an orderly transition of control and ownership, protecting both the value of the enterprise and the interests of key individuals. Our advice is tailored, strategic, and commercially sound.

Our expertise includes:

• Structuring business ownership succession
• Buy-sell agreements and shareholder arrangements
• Integrating estate plans with corporate and trust structures
• Minimizing tax, duty, and legal risks on transition

We help business owners secure the future of their enterprise while maintaining family harmony and financial certainty.

Adapting or varying estate arrangements to reflect changing intentions.

We assist families in amending or clarifying testamentary intentions through deeds of family arrangement or codicils. These tools can resolve disputes or accommodate revised wishes after a will has been signed.

Our work includes:

• Preparing deeds to vary estate distributions
• Drafting codicils to amend existing wills
• Advising all parties on risks and enforceability
• Facilitating agreement between beneficiaries

We support practical, collaborative solutions that respect family dynamics and legal obligations.

Preparing Enduring Powers of Attorney, Advance Care Directives, and other critical legal and medical documents.

Our team advises clients on the legal mechanisms that allow trusted individuals to make decisions on their behalf in the event of incapacity. We prepare clear, legally sound documents to cover financial, personal, and medical decision-making during times of vulnerability or illness.

We assist clients with:

• Enduring Powers of Attorney for financial and legal decisions
• Enduring Guardianship appointments for personal and lifestyle decisions
• Advance Care Directives and medical decision-making frameworks
• Supported decision-making options and capacity considerations

We support clients in planning for the unexpected, ensuring their preferences are respected and their affairs remain in trusted hands

Providing proactive guidance and litigation support for contested estates and related disputes.

Disputes can arise when individuals feel they’ve been unfairly treated in a will, or when there are concerns about capacity, undue influence, or estate administration. We act for executors, beneficiaries, and claimants in navigating complex estate and probate disputes

We regularly advise on:

• Family Provision Act claims
• Challenges to the validity of wills
• Disputes over executor duties and administration
• Deeds of family arrangement and negotiated outcomes

We work to resolve disputes with sensitivity and skill, protecting your rights while aiming for a fair and timely outcome.

Supporting families through guardianship matters at NCAT.

When a person loses capacity and no legal arrangements are in place, we guide clients through the guardianship process via the NSW Civil and Administrative Tribunal (NCAT). Our team helps prepare, present, and support applications for appropriate appointments.

Our team assists with:

• Advising on legal thresholds and evidence
• Preparing guardianship and financial management applications
• Representing parties at NCAT
• Resolving contested or complex matters

We support families seeking to do what’s right for vulnerable loved ones – lawfully and respectfully

Designing protective frameworks and tax-effective strategies to preserve wealth across generations.

We help clients structure and protect family wealth through intergenerational transfers, trust frameworks, and asset protection strategies. Our approach integrates estate and succession planning to ensure that assets are passed on efficiently, responsibly, and in accordance with your wishes. We also advise trustees and beneficiaries on their ongoing roles and obligations.

Our expertise includes:

• Establishing or reviewing discretionary family trusts
• Managing superannuation death benefit nominations
• Collaborate with your financial advisors to structuring distributions to minimize liabilities
• Protecting assets from creditors, litigation, and family breakdowns
• Protecting assets from creditors, litigation, and family breakdowns
• Planning for Centrelink and aged care impacts
• Advising trustees and beneficiaries on legal responsibilities

We support clients in building robust, sustainable structures that protect family assets and enable wealth to be transferred with confidence and clarity.

Designing tailored wills and trusts that reflect your wishes and protect beneficiaries over the long term

We assist clients in preparing wills that clearly express their testamentary intentions, and where appropriate, incorporate testamentary trusts to preserve wealth, support vulnerable beneficiaries, and provide long-term control over the distribution of assets. Our approach balances clarity, flexibility, and asset protection.

We assist clients with:

• Simple and complex will drafting
• Testamentary trust structuring
• Addressing blended families or vulnerable beneficiaries
• Reviewing and updating existing wills and estate structures

We help ensure your wishes are honored, and your legacy is structured with foresight and care.