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Wills, Estates & Succession Planning

Protecting your business and personal interests

Estate planning is about much more than just dividing up your finances. We’ll make sure that your business and personal interests are protected.

Coronavirus (COVID-19): Policy in Place with Respect to Wills, Estates & Succession Planning

Finlaysons’ Wills, Estates & Succession Planning team understands the importance of planning for the future. Our goal is to help you achieve your financial and personal objectives for the future and make sure transitions are tax effective, flexible and provide you with peace of mind.

You need expert advice and insight when planning for you and your family’s financial future – we’ll work with you to provide the right arrangements for all of your assets, considering various possibilities and avoiding the potential for traumatic disputes or litigation in the future.

How can we help you? 

We focus on practical, tax effective and flexible solutions for your business and personal interests. Whether assets are held personally, jointly, in a trust, company or superannuation fund – locally or overseas – we’ll ensure a trouble-free transition that provides for your future and also for future generations.

As your personal circumstances change, we will provide specialist advice on reviewing and amending your will to reflect changing circumstances.

Many directors and senior executives of our corporate and commercial clients have taken advantage of our expertise in this area – they know and trust our services and our empathetic approach ensures that your business and personal interests are protected and your future plans for your estate are achieved, giving you peace of mind no matter what the future holds.

Key Services

  • Retirement and estate planning
  • Wills (including testamentary trusts)
  • Powers of attorney
  • Family trusts
  • Superannuation (including self-managed superannuation funds)
  • Tax planning
  • Guardianship issues
  • Medical powers of attorney
  • Funeral and memorial arrangements
  • Applications to the Supreme Court for grants of probate
  • Estate administration
  • Dispute resolution
  • Intestacy matters
  • Special disability trusts
  • Private ancillary funds