Whilst having prepared a Will and an Enduring Power of Attorney is an importance part of estate planning, many people are not aware that having things such as an Advance Health Directive, a Superannuation Binding Death Benefit Nomination or a Superannuation Advance Transfer Directive in place are also important to consider in estate planning.
In conjunction with your accountant and financial adviser we can assist you in implementing various strategies which are tailored to your individual circumstances, ensuring that your family’s needs and requirements are met.
- Wills & Enduring Powers of Attorney
- Estate Administration & Probate Applications
- Estate Dispute Resolution & Litigation
On the death of a family member or friend it will be necessary to review their Will and any other associated documents. We will arrange to meet with you to explain the steps involved in administering the estate and advise of your duties and obligations as executor of the Will or an administrator of an intestate estate (the estate of a person who has passed away without leaving a Will).
We will provide you with expert advice, care and attention throughout the various stages of the administration process such as:-
– Advising in relation to the meaning of clauses and terms of the Will
– Identifying the assets and liabilities of the estate
– Assisting in closing bank accounts, collecting proceeds from investments and insurance policies
– Assisting in the sale of estate assets such as a house or motor vehicle
– Obtaining from the Supreme Court of Queensland a Grant of Probate which is required in a number of circumstances
– Obtaining from the Supreme Court of Queensland Letters of Administration which are required where all executors appointed under the Will have predeceased or have renounced their appointment or the person has passed away without a Will
– Liaising with beneficiaries and attend to making distributions to them
– Representing parties when disputes arise