Estate & Succession Planning

Transferring the wealth to your intended beneficiaries

Estate Planning

It is important to look at your overall circumstances, from every angle. The common misconception is that estate planning is merely just about getting a will. Whether assessing your personal or financial situation, working out how best to plan for the future is prudent.

Estate planning includes thinking about how to make sure that those you leave behind don’t pay more tax than they need to, and that they receive their inheritance in a way that gives them maximum flexibility with the movements of the law.

It involves working out how to protect the interests of family members from all walks of life, including those with special needs.  It also includes keeping assets protected against creditors and family law claims.

We have expertise in complex estate planning matters where we have helped high net worth clients, blended families and everyone in between.

We ensure every client knows and understands the process by utilising our initial meeting time to educate them about the difference between estate assets and non-estate assets, estate documents and of course the options and strategies available to them for their personal circumstances.

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Here are ways we assist you with your estate planning:

  • Preparing enduring powers of attorney
  • Preparing enduring powers of guardianship
  • Wills
  • Preparation of letters of wishes to assist executors, trustees and guardians with the client’s intentions
  • Superannuation
  • Estate litigation


Succession Planning

In simple terms, succession planning is essentially the ‘estate planning for your business’ and is a valuable investment. Forward thinking of your situation, professionally, is just as important as your personal affairs. Whether you decide to sell up, retire or transfer the business to the next generation, it is important to have a plan in place. At ABS Succession Lawyers, we emphasise the need to spend time with your business partners, family and professional advisers to plan what you are going to do.


Dedicated to assisting clients and families plan for the future

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