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Succession Planning

Organised people plan in advance for death, incapacity and bankruptcy.  A good plan might be a short, simple will and an enduring power of attorney. Often a binding arrangement or nomination for superannuation is needed too. Sometimes complex scenarios need a set of stand-alone legal documents and complementary arrangements (for example: will schedules establishing protective trusts, confidential letters of wishes, family trust tweaks, option agreements, property transfers – whatever is necessary to practically achieve realistic goals). Robert Garvey has been drafting Wills and related documentation as a solicitor since 1997. 

Our approach to delivering this highly personal service is –

  1. You commit to an initial one-hour consultation (by making an appointment).
  2. Prior to the meeting, we will ask you some questions designed to help you prepare for the meeting.
  3. At the meeting, we ask the right questions so you do most of the talking and we the listening.
  4. After the meeting, we send you our formal recommendations and advice on your succession plan (often including all proposed documentation).
  5. You read and respond (usually by e-mail and telephone) with your queries or additional information.
  6. We send you any changes, corrections or explanations of the documentation required to achieve approval of the plan. We meet again if needed.
  7. We follow-up to see to it that you do actually sign the documentation correctly with due witnessing (and supply or act as qualified witnesses if required).
  8. We set-up an automated review mechanism and make direct links with key persons (e.g. your attorney/executor and accountant/financial planner).
  9. We appropriately store and manage any or all of your original succession plan and title documents in our large fire-proof bank safe.

Obtain a legal cost estimate for our help with your updated succession plan using the button below.