A personal approach to protecting your future
Wills & Estates
Your legacy matters,
and we’re here to help you protect it
We deliver specialised legal advice in wills and estates, providing personalised support and valuable insight so you can make informed decisions about your future.
Our boutique Victorian firm leads with integrity, insightful guidance, and exceptionally focused advice. We put people first, proudly championing your rights so you can achieve clarity and confidence in estate planning, probate, and disputes.
Our Services
Wills & Estate Planning
Take control of tomorrow with clarity and calm with a comprehensive plan that safeguards your assets and protects yours wishes.
Probate & Deceased Estates
Navigate the complexities of estate administration with compassionate, expert guidance for genuine comfort and certainty.
Will & Estate Disputes
Resolve conflicts fairly and efficiently, preserving family relationships and estate value for a clear and confident path forward.
Clarity & Expertise
Focused legal advice, delivered personally
We focus on wills, estate planning, probate and disputes, and elder law – and with focus comes clarity and expertise. We take time to understand your unique situation, providing fixed fee services for wills, planning, probate, disputes, and elder law to give you certainty and clarity for tomorrow.
We encourage confident, client led decisions with timely, professional, and ethical advice. From straightforward planning to complex legal navigation, our team ensures you feel heard and understood, ultimately creating a protected legacy you’re proud of.
Frequently
Asked Questions
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A will is an integral part of estate planning. Whilst a will deals with the distribution of a willmaker’s assets held in their sole personal name, there may be other assets and interests which sit outside the willmaker’s estate requiring additional steps to be taken. This may include joint assets, superannuation, life insurance, or interests in trusts and companies. In addition, estate planning also covers decision making regarding financial, personal, and medical matters during incapacity.
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In Victoria, the requirement to obtain a grant of probate depends on the nature and size of the assets which form part of the estate. For example, if there is real property or funds over a certain value, then a grant of probate or administration would be required.
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The process of estate administration involves the collection of the assets of the estate and the distribution of those assets amongst the beneficiaries of the estate. As part of this process, it’s important the executor or administrator receives appropriate advice to ensure they comply with their obligations and address all relevant matters such as taxation and liabilities of the estate.
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In Victoria, for a person to contest a will on the basis they believe they have been left without adequate provision from the estate, they must be an ‘eligible person’ pursuant to section 90 of the Administration and Probate Act 1958. This includes a spouse, domestic partner, children, and stepchildren. There are also other persons who may potentially be eligible, depending on the specific circumstances (such as persons who, for a substantial period, believed the deceased was their parent, grandchildren, former spouse, domestic partner, carer, or member of the deceased’s household).
If a person wishes to dispute the validity of a will (for example, if the deceased lacked capacity to make the will or for some other reason such as fraud or coercion), then they must have an interest in, or connection to, the deceased estate.
