Case Study:

Wills and Estates

Careful estate planning

Most people don’t like to think about preparing a will because the process brings us face-to-face with the harsh reality of life: that one day all of this will end when we die.

Whilst the end-part is sadly inevitable, each of us has the power to decide what sort of legacy we leave behind for those we love.

Have you done all you can to provide for your loved ones, and to make their transition to your death as easy as possible? Or will you leave potential confusion and conflict in your wake?

Careful estate planning allows for our loved ones to grieve in peace and calm. There are few things more traumatic than negotiating a contested estate while dealing with your own grief. Engaging professional assistance to craft a thoughtful will is one of the kindest things you can do for those you leave behind.

Ezra Legal has the experience and commercial knowledge to help you structure your affairs now, to create that sense of order and clarity for those you leave behind.

We also assist with the administration of deceased estates – and draw on more than 25 years of experience in this area. Our Principal, Michael Fabbro, is often engaged as counsel by other estate planning practitioners because of his ability and experience in navigating the most complex estate matters. Tom Sheridan draws on a wealth of knowledge in this field, and Kate McShane in our Port Lincoln office provides professional insight for other South Australian practitioners by writing articles for the Law Society’s Wills & Estates publication.

Our Approach

Even with careful planning, sometimes the administration of a deceased estate can be fraught with difficulty. For example, we recently assisted a client whose late father had left her and her sister what, at first site, appeared to be a fair share of his estate.

The main asset of the estate however, was a residence in an interstate country town that our client had no interest in occupying or buying. The property had been rented out for a couple of years and was progressively declining in value.

Outcomes for our Clients

We were able to support our client to establish a deed of family arrangement, which allowed for her to be paid out a direct cash sum, rather than having to wait potentially years for the property to be sold.

Ezra Legal’s negotiation and advocacy capacity puts us in a strong position to create these sorts of pragmatic solutions.

“Thank you very much for helping me with my dad’s Estate - it was a pleasure working with you. Just for listening to my side of the story and trying to help me get the best out of the situation that I was in. The payment came through today to my account. I feel free again. Now to put some of this money into my home so I can say my dad helped me finish this project we started.”

Confidential advice on a range of commercial legal matters

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