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WILLS & ESTATES

Drafting you will and estate planning can be difficult without guidance. At Ison Law, we will carefully draft your Will to reflect your wishes, ensuring it is in line with your testamentary intentions. We will also provide advice on important considerations for your Will and consult you on how to minimize, to the extent possible, any potential claims against your Estate.

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By consulting with us, you can be confident that your will, will be executed correctly and will accurately represent your desires.

Wills & Estates Law

AREAS WE COVER

WILL PLANNING & TESTAMENTARY ADVICE

  • Drafting Wills to reflect your testamentary intentions and asset distribution preferences

  • Providing advice on the inclusion of specific gifts, beneficiaries, and conditions

  • Advising on how to structure your Will to minimize the risk of disputes

  • Offering guidance on appointing executors and guardians for minors

  • Updating and amending existing Wills

ESTATE PLANNING

  • Creating comprehensive estate plans to protect your assets and ensure they are passed on according to your wishes

  • Advising on the most effective structures, including trusts and joint ownership, for asset protection

  • Offering advice on minimizing tax implications for your Estate and beneficiaries

  • Developing strategies for the succession of family businesses or farms

  • Reviewing and updating estate plans in response to life changes (e.g., marriage, divorce, birth of children)

POWER OF ATTORNEY & GUARDIANSHIP

  • Drafting Enduring Powers of Attorney for financial and legal decision-making

  • Providing advice on appointing attorneys to act in the event of incapacity

  • Preparing Guardianship arrangements for personal and health-related decisions

  • Advising on the role and responsibilities of attorneys and guardians

  • Assisting with revocation of powers of attorney and guardianship orders

ESTATE ADMINISTRATION & PROBATE

  • Assisting with the probate process and obtaining a Grant of Probate

  • Advising executors on their duties and responsibilities, including managing estate assets and liabilities

  • Providing guidance on the distribution of assets in accordance with the Will

  • Handling claims against the Estate, including creditor claims and inheritance disputes

  • Advising on the administration of estates where there is no Will (intestacy)

  • Preparing Letters of Administration if there is no Will or if the Will is contested

CONTESTING WILLS AND DISPUTES

  • Representing clients in disputes over the validity of a Will, including claims of undue influence or lack of testamentary capacity

  • Providing advice on making a claim for family provision if an eligible person has been excluded from the Will

  • Representing beneficiaries in disputes over asset distribution or Will interpretation

  • Mediating and resolving inheritance disputes to avoid costly litigation

  • Offering advice on challenging a Will based on fraud or forgery

  • Assisting in claims for compensation or resolution where the Estate fails to meet legal obligations

TRUSTS AND ASSET PROTECTION

  • Establishing and advising on family trusts, including discretionary and unit trusts

  • Providing guidance on testamentary trusts to protect assets for children or vulnerable beneficiaries

  • Advising on self-managed superannuation funds (SMSFs) as part of asset protection and estate planning

  • Providing advice on how to protect assets from creditors or during divorce proceedings

  • Structuring and managing trusts to minimize tax liability

  • Assisting in the administration and distribution of trust assets according to the terms of the trust deed

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