Wills & Succession Planning

Wills & Succession Planning

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Our Wills and Succession Planning lawyers provide advice, assistance and representation in all areas of personal estate planning, business succession planning, law and deceased estates.

Personal Estate Planning

Your Will is one of the most important documents you will ever sign. Not having a Will, or having a badly written Will, may lead to your assets being distributed against your wishes – or worse still, cause disputes amongst your family.

Most post offices and newsagents sell basic Will kits. However, the law regarding estates can also be complex and confusing.

Working with both your financial advisor and solicitor in putting together your future plan is very important.

Cullen Macleod recognises that each person’s situation is unique and requires a tailored solution.

Business Succession Planning

Business Succession Planning is planning for the transition in the management and/or ownership of a business.

We work with you and your key advisors in your business such as your accountant, insurance and financial advisors. This ensures all your Business Succession arrangements are optimised for the best legal, financial, tax and insurance purposes to protect your business in the event of an involuntary exit (such as death, total permanent disability or trauma) or a voluntary exit (such as retirement, resignation or sale) of an owner/manager.

Elder Law

We advise on all aspects of the law affecting seniors (and their families), from estate planning and superannuation to Retirement Village and Aged Care Facility Agreements and Guardianship and Administration matters.

We provide advice on testamentary capacity issues and options for planning when capacity may have been lost or is in doubt.

Deceased Estates

Cullen Macleod is a full service law firm with extensive experience in all aspects of deceased estates including obtaining Grants of Probate/Letters of Administration, advice for applicants required to respond to requisitions on their application for a Grant, advice and representation in estate disputes and complex estate administration.