Wills, Estates & Succession Planning
Services
Cullen Macleod’s Wills & Succession Team can help you with:
We prepare Wills that reflect your wishes clearly and minimise the risk of dispute. Our lawyers take the time to understand your family dynamics, assets, business interests and future goals to ensure your Will is both comprehensive and practical.
An EPA allows you to appoint a trusted person to make financial and property decisions if you lose capacity. It is one of the most important safeguards you can have. A properly drafted EPA protects your assets and ensures your finances are handled by someone you trust.
An EPG appoints someone to make personal, lifestyle and medical decisions if you can no longer make them yourself. This includes decisions about where you live, the services you receive and your healthcare options. It provides peace of mind and prevents conflict within families when difficult decisions need to be made.
Estate planning is far more than preparing a Will. It involves making clear decisions about your financial, personal and medical future. It ensures that the people you trust can step in when needed. Our role is to guide you through these decisions with clarity and support, so your wishes are respected and your loved ones are protected.
We work with individuals, families, business owners and farming enterprises to create tailored, thoughtful and practical estate plans.
Testamentary trusts, created within your Will, can offer tax advantages, asset protection and long-term benefits for beneficiaries. These trusts are highly effective for families who want to protect assets over the long term.
Family Mediation is an important tool to use following a separation. Our Perth Family Mediation service have extensive networks with a broad range of different mediators, all of whom have different strengths and approaches. This means we can tailor our family mediation process to meet your particular needs.
In most parenting disputes, parents must attend Family Dispute Resolution before making an application to the Family Court of Western Australia. Parents can utilise government funded Dispute Resolution services at Relationships Australia or Anglicare, or can elect to engage a mediator privately. When both parties participate in the process, mediation can be a highly effective way of resolving a dispute entirely, or at the very least, narrowing the issues in dispute, before Court action is taken.
If both parties are legally represented in a property settlement matter, in most instances they will be strongly encouraged to attend our Mediation-Style Conference, either before starting proceedings in the Family Court, or after the first hearing of the Application.
A Mediation-Style Conference is a half or full-day mediation attended by the parties, their lawyers and a qualified Mediation Chairperson. All participants should prepare for the mediation to maximise the prospects of a successful outcome.
Mediation-Style Conferences can be a highly effective means of reaching a settlement (in relation to property settlement and / or parenting) outside of Court.
Adoption is the legal process by which a child ceases to be the legal child of his or her birth parents and becomes instead the child of the adoptive parents, as if born to them.
We can help you with the process of adoption, which is relatively straightforward.
Plan ahead. Protect what matters.
Look, nobody wants to think about dying. But here’s the thing – if you don’t sort out your will and succession planning now, you’re basically setting up your family for a massive headache later. And trust us, they’ll have enough to deal with.
At Cullen Macleod, we get it. This stuff feels overwhelming and maybe a bit morbid. That’s exactly why we break it down in plain English and help you tackle it without the legal jargon that makes your brain hurt.

What we actually do for you
Wills that provide clarity and certainty
We prepare Wills that are clear, complete and tailored to your personal, financial and family circumstances. Our documents cover the full range of modern assets, from property and savings through to business interests, digital assets and cryptocurrency, ensuring nothing is overlooked. We can also guide you on choosing executors, appointing guardians for your children, and structuring your estate so it reflects your wishes and protects those who rely on you.
Succession planning for your business and investments
If you own a business, operate a side venture, hold investments or are part of a family enterprise, a Will alone may not be enough. We help you develop a succession plan that provides clarity around ownership, control and continuity, so your affairs can be managed efficiently if you are no longer able to oversee them. This includes coordinating business structures, trust arrangements, superannuation and insurance to ensure your wealth and responsibilities transition smoothly.
Protecting your family and their future
A well-prepared estate plan is one of the most effective ways to protect the people who matter most. We work with you to ensure your beneficiaries are legally supported, financially secure and shielded from unnecessary complexity. Our focus is on creating a plan that reduces uncertainty, minimises the risk of disputes and provides clear guidance when your family needs it most.

Sally Bruce
Principal

Kylie Pritchard
Senior Associate
Need more information?
If you would like any more information on Wills and succession matters please contact our team today.