Wills, Estates, Succession Planning
and Disputed Estates

Wills, Enduring Powers of Attorney and Appointment of Enduring Guardians

Dying is not something you want to think about, but it is a reality. 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.

This can be a confronting process. Our expert team will meet with you and make it as easy and stress-free as possible. Our Senior Associate, Camilla Davidson has completed her Masters of Law (Applied Law) majoring in Wills and Estates through the College of Law and was awarded the STEP Best Student Prize in Estate Planning.

Camilla and 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, 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

Losing someone close to you is an emotional and difficult time. At Rickards Whiteley, we pride ourselves on being able to provide you with quick, clear advice as to your rights and responsibilities as an executor and/or beneficiary.

We have many years of experience acting upon behalf of executors and administrators to obtain grants of Probate or Letters of Administration and then assisting with the administration of the estate, including calling in assets, paying debts and distributing the estate to beneficiaries.

We have acted successfully upon behalf of both executors and applicants in family provision claims in the Supreme Court of NSW. If disputes cannot be resolved in mandatory mediation, we will confidently represent and advise you at a 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 to discuss your will, estate and succession planning 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.