Considered adviceat every stage.

A well-drafted estate plan does more than say who receives what. It names the people you trust to act for you, anticipates the questions your family will face, and leaves less room for dispute. We take the time to understand your family, your assets and your concerns before we advise.

Family trusts are a valuable way to hold assets and run a business, but they sit outside your Will. Who controls the trust after you, and how, depends on the trust deed. We make sure the deed and your estate plan work together rather than against each other.

Disputes over an estate are rarely only about money. They arrive at a difficult time, between people who know each other well. We give candid advice on the strength of a position and work towards resolution, whether through negotiation, mediation or the Court.

When someone loses capacity without enduring powers in place, their family may need to ask the State Administrative Tribunal to appoint a guardian or an administrator. We guide families through the application and what follows, with care for everyone involved.

Being named an executor is a responsibility that often arrives in a time of grief. We take on the legal work, from applying to the Supreme Court to dealing with assets and liabilities and distributing the estate, and explain each step as it happens.

Paul’s experience spans estate planning in both the United Kingdom and Western Australia. For clients whose lives, families or assets cross both countries, that means advice that accounts for each system rather than one at a time.