PLAN AHEAD AND PROTECT YOUR FAMILY

If you die without a properly prepared Estate Plan years of hard work and effort may be lost, leaving an insecure future for your loved ones. If your Sucession plan is not easy to execute, control may be lost over your personal matters and financial affairs. You'll need to ensure your estate will be appropriately handled and structured so that it is distributed according to your wishes.

You may be young and single, married with children, comfortable and looking forward to retirement, wealthy and worried, or elderly and ill. Either way an estate plan specifically tailored to your needs is essential.

Your estate might be small, so you’ll need to focus on planning for a smooth transfer of your wealth to your intended beneficiaries. You’ll need to nominate an Executor as someone to manage your estate pay your last debts and handle the distribution of your assets. This can be achieved simply through the preparation of a Will.  

Or your estate might contain investment properties and have more complex family and finance issues, so you’ll need to use more sophisticated techniques in your plan. It will be critical to gain expert advice and discuss various ways of protecting and preserving your assets. If you have a business you will want to ensure operations continue as normal and maximise the value upon its sale.

Using the services of experienced professionals will greatly assist your family and loved ones at a difficult time.

At David Mills LAWYERS we provide an holistic approach to Estate Planning. We will future-proof your plans and incorporate advice from our experts in taxation, financial planning, banking, real estate, property management and insurance. Or we can utilise your advisors in the planning and management process if you prefer. Our expertise in writing Powers of AttorneyEnduring Guardianships, and Advanced Health Directives will enable your estate to be easily managed. Unnecessary costs, delays and loss of privacy associated with probate could be avoided.

We will determine the most cost-effective way to handle and finalise your estate upon your death, and are pleased to deal with creditors, beneficiaries, prepare estate tax returns and distribute assets should you wish.

We consider it an honour to be involved in the distribution of your estate, and are comitted to ensuring it is handled in a professional, supportive and productive manner that will enable your loved ones to move forward through their various stages of grief. 

We offer cost-effective advices with:

  • Developing an Estate Plan
  • Managing an Estate 
  • Finalising an Estate
  • Disputing an Estate
  • Estate litigation and Family claim provisions
  • Applying for probate
  • Collating and transferring estate assets
  • Defending claims against deceased estates 
  • Estate conflict resolution

Plan + protect = peace of mind.

 

Why choose David Mills LAWYERS ?

Talk to us to arrange a FREE initial consultation and to learn how we can expertly plan and manage your estate. 

 

We offer a 24 hours a day 7 days a week service.

 

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