Wills, Powers of Attorney & Estate Planning

 

Every adult person needs to have a Will.

Most people underestimate the value of their Estate, and do not realise that Superannuation and other Insurance Policies may need to be distributed as part of their Estate – by their Will.

WILLS, ENDURING POWERS OF ATTORNEY AND ESTATE PLANNING LAW

Planning for your family’s future after you are gone is a really important legal task. If you take the time now to make an effective legally binding Will and Testament you can save your family not only stress but money in what will undoubtedly be a difficult time for them.

Kenny & Partners Will and Estate Planning lawyers can help:

  • Advise you in regard to Estate and Probate laws
  • Write a Will that maximises the inheritance for your family
  • Set up family and Testamentary Trusts
  • Advise you in regard to choosing Executors and Guardians
  • Minimise the chance that your Will is contested and subject to litigation
  • Advise in regard to estate tax (including capital gains) and financial concerns
  • Safely store your will and other important legal documents

We always recommend keeping your Will up to date as it makes distributing your Estate far easier on your beneficiaries in what is already a hard enough time.

At the same time as considering your Will we strongly recommend that you also put in place plans for any future incapacity through Power of Attorney and Guardianship documents. This will ensure that if you somehow become unable to make decisions about your finances, your medical treatment or living arrangements then the person or persons who you trust to make these decisions can do so unhindered.

Free Will and Enduring Power of Attorney Checklist available upon request.

DECEASED ESTATES

At Kenny & Partners we understand that dealing with a Deceased Estate is one of the more difficult challenges in life. From mountains of paper work to legal jargon and simmering family disputes, they are the last things you want to deal with when you are grieving the loss of someone important in your life. So, let us help you by:

  • Interpreting the Will of the deceased in terms of Estate Laws
  • Advising Executors and Trustees in regard to their duties and rights
  • Informing Government bodies including Centrelink and Veterans Affairs
  • Applying for Probate of the Will in the Supreme Court
  • Dealing with Intestacy (where there is no Will)
  • Applying for Letters of Administration (if the Will is deemed invalid or is absent)
  • Identifying Estate assets and liabilities
  • Obtaining Valuations of Estate property
  • Selling or transferring Estate property including Estate auctions
  • Paying Estate debts including Mortgages, funeral costs, and Testamentary expenses
  • Administering Trust funds
  • Distributing bequests and inheritances to beneficiaries
  • Organising information for Estate tax returns
  • Family mediation and negotiation
  • Contesting wills and defending estate litigation in the Supreme Court
  • Advising in regard to Family and Testamentary Trusts
  • Collecting Estate financial assets including Superannuation, Bank funds, Shares, outstanding loans, and Insurance payouts

For further information or to make an appointment please contact our office on (07) 4973 4444. We also handle Legal Aid enquiries and forms are available from reception at our office.

Contact us today