Wills & Estate Planning
Thoughtfully tailored to preserve your wealth, reflect your wishes, and protect the people you built it all for.
Wills
The type of Will most suitable to you depends entirely on your personal circumstances - it is most definitely not a one size fits all approach. So that we can advise you most appropriately our engagement begins with an initial consultation.
The initial consultation affords the opportunity to meet with you, provide clarity on any questions and concerns you may have, obtain all the information that we require, and most importantly allows us to understand your story, your intentions, and your wishes.
Following which we are then best placed to advise how we can ensure your wishes are accurately reflected, and that your estate is adequately protected.
Whilst we always prefer a face-to-face meeting in our office in Pyrmont, we frequently accommodate virtual meetings via Zoom or alternatively, telephone conferences.
Should you wish to make an appointment with us, we look forward to meeting you and we welcome you to contact us.
What happens if I don't have a will?
In the instance a person passes without a valid Will, their estate will be distributed under the rules of intestacy as stipulated by the Succession Act 2006 (NSW), with no consideration of your wishes or intentions. Your freedom of testation, which is afforded to you if you do have a will, is substituted by the rigidity of intestacy laws.
Important things to know:
A will must be in writing to be legal and enforceable
It can be handwritten or typed, but must be able to be read
It does not have to be written by you but must be properly signed by you
It can be changed, the last known will is the only effective one
The original should be in a safe place, it is not recommended you keep the original at home in case it is lost, rather in the safe custody of a solicitor firm such as Adler Legal
If your will is destroyed or lost, you must write a new one to avoid being intestate
Why you would need to update your will?
New additions to a family
Relationship changes
Buying or selling of property
The passing of someone loved
Moving overseas
Starting or ending a business
Illness
Inheritance
Major financial changes
Appointment of Enduring Guardian
An Appointment of Enduring Guardian is a document that lives with you and provides you with the opportunity to appoint a person or persons to be your Enduring Guardians.
An Enduring Guardian is granted the power to communicate your medical and lifestyle wishes, based on the instructions that you provide.
These can be wishes about where you live and the type of medical treatment that you receive.
Your Enduring Guardian can be appointed immediately, or alternatively when you lose the capacity to make your own decisions.
Enduring Power of Attorney
An Enduring Power of Attorney is a document that lives with you and provides you with the opportunity to appoint a person or persons to be your Enduring Power of Attorney.
An Attorney is granted with the power to manage your legal and financial affairs, based on the instructions you provide and within the restrictions that you impose, when you are no longer able to make these decisions yourself.
The responsibilities your attorney can manage are things like speaking to financial institutions on your behalf or a local council about council rates.
Your Enduring Power of Attorney can be appointed immediately, or alternatively when you lose the capacity to make your own decisions.
Thoughtfully tailored legal advice to preserve your wealth, reflect your wishes, and protect the people you built it all for.
Speak with our team about preparing or updating your Will, Enduring Power of Attorney or Appointment of Enduring Guardian.
Trusted by Our Clients
How can we assist you?
Questions, concerns or simply unsure where to begin? Tell us a little about your circumstances and our team will be in touch to discuss the next step.
Suite 203. 'The Cooperage'
56 Bowman Street,
PYRMONT NSW 2009
Ready to Discuss Your Matter?
Book a free initial consultation and choose a time that works best for you.
Ready to Discuss Your Matter?
Book a free initial consultation and choose a time that works best for you.
Adler Legal has advised individuals, families and small businesses across New South Wales since 2014, with a practice built on personal relationships and thorough attention.
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