Estate Planning & Wills

<<Back to Services List

At Willis and Bowring we are passionate about making sure that people have an appropriate Estate Plan in place. What is Estate Planning you may ask? Estate Planning involves the creation of a strategy to ensure a comfortable lifestyle for you whilst arranging for the successful transfer of your assets to your beneficiaries with a minimum of fuss and expense. As your assets grow it is essential that you have an Estate Plan to ensure that the assets you worked so hard for go to the people you wish to benefit.

Successful Estate Planning involves identifying the relevant issues and goals and putting into place the appropriate structures to assist in meeting those goals. Estate Planning involves more than just a Will. It also involves looking at who will take care of your financial affairs and personal lifestyle affairs in the event you lose capacity.

• Wills (more information Available)
• Testamentary Trusts;
• Powers of Attorney (more information available)
• Enduring Guardianships (more information available)
• Binding Death Benefit Nominations for Superannuation Deeds; and
• Living Wills

Willis and Bowring have a team that is dedicated to Estate Planning and ensuring that the assets that you worked so hard for go to the right hands at the right time. Willis and Bowring can also assist in defending your Estate against unwarranted claims. We can also help clients who have inadvertently been left out of an Estate. If you would like to find out more about how to protect your hard earned assets from unwarranted influences please do not hesitate to contact Lou Polito or Adeline Schiralli from our Estate Planning team 9525 8100.

<<Back to Services List