Wills And Estate Planning
Blended Families, Self-Employed, Trusts and Self-Managed Superannuation
If you have recently purchased your first home, are starting a family, are transitioning to retirement or have experienced a change in your circumstances, a family member or friend may have recommended that you think about preparing your Will.
It can be difficult to know where to start when thinking about your Will, and because of this, many people pass away without preparing a Will. This is called having an “intestate estate”, and it may result in your estate being distributed other than you intend. Partnering with an experienced estate planning lawyer can make preparing your Will less daunting than it otherwise would be.
After working with us, you will experience peace of mind knowing that you have left your legal affairs in order for your loved ones.
We appreciate that nobody likes to think about leaving behind loved ones and having to make challenging decisions such as who to entrust with finalising your estate, who would be the trusted guardian for your precious young children and how you would like to share your hard-earned assets.
Our Approach to Estate Planning
At Carolyn Ryder Solicitor, our approach to preparing your Will is personal, because we appreciate you are entrusting us with the role of making sure your loved ones are looked after if you pass away.
We take the time to get to know you and your family circumstances, as well as gathering the finer details on what you own. We make recommendations, answer your questions, involve your accountants and financial planners where required, and advise you of your options.
We offer two estate planning packages:
1. A Standard Estate Package – suitable for retired or employed people who might own a house and have children, and who wish to give their property to their spouse, children and family members.
2. A Custom Estate Package – suitable for people with more complex affairs including business owners, investors, self-funded retirees, blended families, those desiring to divide their estate in shares and more complex family dynamics.
Standard Estate Plan
- suitable for retired or employed people
- own home or renter
- with or without children
- you give everything to your spouse, children and family
- guardians and arrangements for a simple trust to manage inheritance by minor children
- includes a Will and Enduring Power of Attorney
- you complete your own Superannuation Beneficiary Forms and arrange for your Attorneys to sign paperwork
Custom Estate Plan
- suitable for self-employed, investors, self-funded retirees and those with estates over $1m
- with or without children, including blended families
- estate distributed with more detail
- guardians and arrangements for managing inheritances as required
- protective and testamentary trusts for beneficiaries and vulnerable family members
- special disability trusts
- includes a Will, Enduring Power of Attorney, Superannuation Beneficiary Updates, and Advance Health Directives (if required)
- We take care of the signing of paperwork by all parties