Wills and Succession Planning (Estate and Business planning)

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Wills and Succession Planning (Estate and Business planning)

Our experienced team are committed to guiding you through every step of your estate planning, ensuring your legacy is protected and transitioned according to your wishes.

When it comes to Wills and succession planning, you need a team that understands the personal and practical aspects involved.

Culshaw Miller Lawyers are proficient in all aspects of estate planning and disputes including expertise in business and commercial matters, providing advice on strategies for asset protection and managing family conflicts, working closely with your financial advisors and accountants to create a cohesive estate plan.

Our team routinely advise on and prepare:

Wills (including testamentary trusts)
Enduring Powers of Attorney
Enduring Powers of Guardianship
Advance Heath Directives,
Superannuation death benefit nominations,
A variety of deeds to deal with the succession of controlling positions within trusts.

Contact our team today by calling us on 08 9488 1300 or by emailing us via info@culshawmiller.com.au for professional Wills and Estate Planning and Deceased Estate Administration services. Fixed fee initial appointments available.

Wills

If you have property in your own name (including superannuation), you need a Will to properly set out your wishes for distributing your estate upon your death.

There are strict requirements that must be complied with to ensure a Will is valid. A lawyer experienced in estate planning can advise and verify your Will to ensure the document is prepared and executed appropriately.

Whatever your personal or business assets, it is important to receive professional advice to ensure that your Will and estate planning documents accurately reflect your circumstances, and it will ultimately benefit your loved ones in accordance with your wishes.

For more information about Wills, please visit our FAQs page.

Enduring Powers of Attorney (EPA)

An Enduring Power of Attorney is a document by which you appoint a trusted person to make property and financial decisions on your behalf.

An EPA is essential to cater for situations where you may lose legal capacity, become ill, have an accident or are away from the State or Country.

Most importantly, an EPA allows you to appoint another person of your choice, someone you trust to make decisions for you if you lose legal capacity in the future.

Your attorney will be responsible for making property and financial decisions for you in your best interests.

For more detailed information, please visit our FAQs page.

Enduring Powers of Guardianship (EPG)

An Enduring Power of Guardianship is a document by which you appoint another person to make personal, lifestyle and treatment decisions on your behalf. The guardian cannot make property and financial decisions – that is the role of the attorney.

An Enduring Power of Guardianship will only come into effect when you no longer have the ability to make reasonable judgments about your medical treatment or your lifestyle.

Your guardian will be responsible for making health, medical and lifestyle decisions for you in your best interests.

Advance Heath Directives (AHD)

An Advance Health Directive enables you to make decisions now about the treatment you want (or do not want) if you are unable to communicate your wishes in the future.

A ‘treatment’ is any medical or surgical treatment, including palliative care and life sustaining measures, dental treatment, or other healthcare.

A ‘treatment decision’ is a decision to consent to, or refuse consent to, the commencement or continuation of any treatment.

An Advance Heath Directive comes into effect when you are unable to make reasoned judgements.

For more detailed information, please visit our FAQs page.