Estate Planning is about taking steps to protect your assets and provide for your loved ones. Effective estate planning is more than just writing a Will; it is a strategy to ensure your financial affairs and personal wishes are, so far as possible, managed exactly as you intend, both during your lifetime and after you have passed.
At Segelov Taylor Lawyers, our compassionate and experienced lawyers are here to guide you through this vital process, providing the clarity and peace of mind that comes with a professionally structured plan.
What is Estate Planning?
- Your Will: The cornerstone of your estate plan, this document specifies how your assets are to be distributed to beneficiaries after your death and appoints an executor to carry out your instructions.
- Enduring Power of Attorney: This document appoints a trusted person (your attorney) to make financial and legal decisions on your behalf if you lose the capacity to make them yourself.
- Appointment of Enduring Guardian: This appoints a person (your guardian) to make important personal and healthcare decisions for you, such as where you live and what medical treatment you receive, if you become unable to decide for yourself.
- Superannuation Binding Death Benefit Nominations: This ensures your superannuation benefits, which do not automatically form part of your estate, are paid directly to your nominated beneficiaries according to your wishes.
Our Secure Online Tool
For your convenience, you can begin the process of drafting your Will through our simple and secure online platform. This tool is designed to help you organise your thoughts and record your initial instructions at a time that suits you.
Please note: This is the first step in the process. Once you have submitted your information, one of our expert estate planning lawyers will contact you to review your instructions, provide tailored legal advice, and ensure the final document is legally valid and accurately reflects your wishes.
The Statutory Will
Fortunately, the law in New South Wales provides a solution for this difficult situation: The Statutory Will.
A Statutory Will is a Will that is made, altered, or revoked by the Supreme Court on behalf of a person who lacks testamentary capacity. An application can be made to the Court by a family member or another person who has a genuine interest in the individual’s welfare.
The Court will only approve a Statutory Will if it is satisfied that the proposed Will accurately reflects the intentions the person would have had if they were able to make the decision themselves. It is a complex legal application that requires specialist evidence and careful presentation. Our lawyers have the expertise to guide families through the Supreme Court application process with sensitivity and skill.
Secure Your Legacy Today
Whether you are starting your first estate plan or need to review existing arrangements, Segelov Taylor Lawyers can provide the expert guidance you need. Contact us today to arrange a confidential consultation with our Wills & Estates team.
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