Wills, Estates, Succession Planning
and Disputed Estates

Wills, Enduring Powers of Attorney and Appointment of Enduring Guardians

Our professional and approachable team can help you prepare the documents you need to effectively pass on your wealth (no matter how small or large) and to help you look after your family in the event of your death or incapacity.

This can be a confronting process. Our expert team will meet with you, discuss your wishes and options and make it straight forward as possible. Our team will also discuss with you the importance of planning for the possibility of losing mental incapacity, through accident, trauma or age. We can prepare Enduring Powers of Attorney, to allow someone you trust to make financial decisions for you if you are incapable, or an Appointment of Enduring Guardian, to allow your nominated guardian to make lifestyle decisions for you if you are no longer able, including where you live and what medical treatment you do or don’t receive.

If you are going overseas and need to appoint someone to sign documents on your behalf for a limited time, we can also assist you with General Powers of Attorney.

Holistic Framework for Succession Planning

If you run a business, have a self-managed superannuation fund or control a family trust or company, it is essential that you implement a succession plan to ensure that you pass control of these entities to the right person in the event of your death or loss of capacity. We can assist you by reviewing your business agreements, trust deed and/or company constitutions to advise you and prepare the documents necessary to implement your plan.

Often succession planning in relation to businesses and farms can be difficult, trying to accommodate the needs and expectations of family members. We can offer independent and practical solutions that you may not have previously considered. Our trusted team will guide you through this process and work closely with your accountant and/or financial planner to provide a holistic framework to your succession plan.

Estate Advice and Administration and Contested Estates

Our team have been successfully assisting Executors to administer estates for many years. At Rickards Whiteley, we pride ourselves on being able to provide you with clear and thorough advice as to your rights and responsibilities as an executor so you may confidently and correctly administer an estate.

We have also acted successfully upon behalf of both executors and applicants in family provision claims  and other contested estate matters in the Supreme Court of NSW, whereby disputes cannot be resolved by mediation. We will confidently represent and advise you at hearing, together with our experienced and senior barristers.

We can also provide you with advice in relation to informal wills, limited and special grants and construction suits.

Please contact us on 02 6361 9532 or email to discuss your estate planning or estate administration requirements.

Liability limited by a scheme approved under Professional Standards Legislation.

Disclaimer: The information provided on this website is general in nature and is not intended to replace legal advice specific to your situation. Whilst due care has been used to maintain information on this website, Rickards Whiteley does not warrant the accuracy or correctness of same.