Estate Planning

Estate Planning

Estate Planning – More Than Just a Will

Wills and powers of attorney are essential to planning your estate and protecting your assets. As well as this, our estate planning services can ensure the proper division of your assets. Make the next steps easier for you and your loved ones by visiting us for a free, initial consultation.

What is Estate Planning?
Estate planning is the most effective way to transfer and distribute your wealth among your nominated loved ones. The estate planning process begins with having a legal will. This involves a range of considerations including:

• Appointing an executor
• How your assets will be distrusted
• Any religious obligations you wish to follow

Estate planning also encompasses a range of the decisions about power of attorney, business succession planning and superannuation.

What We Can Do for You
Estate planning is a holistic process that involves a range of factors – many of which are complicated legal processes. The other factor of this type of planning is beginning to understand and communicate your wishes.

At Bartels Lawyers, we begin this process by getting to know you and your individual circumstances in one-on-one consultations. As well as assisting you with your will, we can advise you in powers of attorney, advanced health directives and a range of other factors.

We can also act in the administration of your estate according to your will, putting the process in professional hands.

To get started, contact us for a confidential discussion about your will and estate planning. We offer free initial consultations, and can be reached on (07) 3341 2222.

More Information

What is an advance health directive?

A plan for medical treatment or healthcare that can come into effect if you become seriously ill and are unable to communicate these wishes.

Who should be the executor of a will?

Your executor will look after your affairs when you die. This should be someone you trust and it is often someone who is named in your will.

Who can make a claim against a deceased estate?

Generally speaking, the following parties may be entitled to claim against a deceased estate:

• The spouse
• Children, step children and adoptive children
• Dependants
• De facto partners
• Anyone named in the will

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