WILLS, SUCCESSION PLANNING, POWERS OF ATTORNEY & ENDURING GUARDIANSHIPS

Wills & Succession Planning

Wills and Succession Planning  involves expertly reviewing your situation and determining the appropriate way to provide for the management of your assets and wealth during your lifetime and the dispersal of your assets amongst your loved ones after your death. 

Our team of estate planning experts will ensure your Will is clear, binding and will protect your beneficiaries' best interests. A well-drafted Will can avoid costly court proceedings and legal fees down the track. 
 
A public trustee may help you prepare a free will, however you must be aware that they will appoint themselves as the executor of your estate and will charge substantial fees and commission from your estate.
 
Our estate planning services will help:

• Advise upon the impact of complex family structures or financial situations
• Ensure your Will reflects exactly where assets are to go and how they are to be managed
• Explain the scope of your Will and the implication of joint assets, pensions and superannuation
• Prepare your Will, including Testamentary Trusts when appropriate
• Protect your children's inheritance from creditors or marital breakdown
• Tailor a plan that can prevent potential disputes between beneficiaries saving them money and time in the long run
• Ensure you understand the legal obligations for distributing your assets

Powers of Attorney & Enduring Guardianships

Don’t let a stranger look after your affairs if you are no longer able to manage for yourself.

You need to appoint an attorney you can trust to manage your financial affairs and an enduring guardian to look after your health and welfare. Failing to  make your own arrangements may result in a stranger from the NSW Trustee and Guardian making decisions for you.

Contact a member of our Wills and Succession Planning team for further information or advice:

Andrew Bird at abird@mcmc.com.au 
Kelli Ennever at kennever@mcmc.com.au 
Pat Bird at pbird@mcmc.com.au 
Paul Carver at pcarver@mcmc.com.au 
Beth Pratley at epratley@mcmc.com.au