Wills and Estates

Is it time to plan for the future?

You spend a life time building your asset base, usually to benefit the next generation. Not investing in a thoroughly thought out succession plan can undermine the effort put into building your estate.

We understand:

  • the commercial interplay between tax, superannuation and the administration of your estate;
  • the commercial benefits of incorporating testamentary trusts in your succession plan;
  • how to ensure that assets which might otherwise fall outside of the estate, such as those held in a trust or super fund, can be appropriately addressed in the process.

Ezra Legal can demystify the process for you and explain the options and advantages available from a well thought out succession plan culminating in an effectively drafted Will.

Our Services

We specialise in providing a range of commercial legal services that support your succession planning and protect your loved ones. We have substantial commercial experience in:

  • Making a Will (including testamentary trusts)
  • Power of Attorney
  • Estate disputes
  • Estate Administration
  • Tax planning
  • Advance Care Directives
  • Superannuation (including self-managed funds)

Confidential advice on a range of commercial legal matters

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