Personal Planning

We understand that people want and deserve integrity, discretion, dignity and, above all, peace of mind. This is never more so than when ensuring your assets are protected during your lifetime as well as being confident that your assets will be administered pursuant to your wishes when you pass away.

Our Team has extensive experience in these areas of law.  We can provide advice on sound succession planning and asset protection, including the establishment and administering of trusts and the preparation of wills and enduring powers of attorney.  We are also well equipped to assist with the administering of estates and advice on estate related issues.

Our Team recognises every person has individual and unique circumstances. We understand the importance of structuring property and personal affairs in an orderly and practical way. We aim to work closely with each of our clients to ensure they obtain that valuable peace of mind which is achieved when your affairs are in good order.

Below are details on some of the services we can provide:

Personal Affairs

  • Advising on and preparing enduring powers of attorney
  • Drafting wills
  • Living wills
  • Codicils
  • Preparing memorandum of wishes
  • Advising on asset protection issues
  • Assisting with succession planning
  • Rest home subsidy applications
  • Advice on gifting
  • Deeds of Acknowledgement of Debt

Trusts

  • Designing and advising on new trust structures
  • Transferring assets to or from a trust
  • Resettlement and variation of trusts
  • Establishing and administering special purpose trusts, including charitable trusts
  • Designing trading trusts and resolving related issue in a commercial context
  • Professional trustee services
  • Advice and assistance with the administration and management of trusts
  • Review of trusts
  • Distributions
  • Wind up of trusts

Estates

  • Advice and assistance to executors with administering estates
  • Applications for probate and letters of administration
  • Distributions
  • Indemnities
  • Advice to beneficiaries in respect to estate issues
  • Financial and Administration Statements
  • Deeds of Family Arrangements
  • Court applications in respect to wills and probate

Thank you to Fleur and her team for the professional handling of my mums estate. We were kept well informed and everything was handled with respect. It was much appreciated at such a difficult time for us.

Jane Kenny

We recently had dealings with Catherine Grogan winding up our family trusts and transferring life insurances. She provided excellent service and understanding of our needs and we would recommend Catherine to anyone requiring those services .

R and G

Personal Planning Team

Catherine Grogan

Associate

Fleur Coombe

Registered Legal Executive

Sandy Ellice

Registered Legal Executive

Linda Welch

Client Trust Manager

Trina Jury

Client Trust Manager

Sarah Payne

Digital and Legal Support

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From the blog

10 February 2020

Trusts Act 2019 – Be Prepared!

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16 October 2019

The importance of Wills and Enduring Powers of Attorney

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15 October 2019

Under what circumstances should you form a Trust

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