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:
- Commit to an appointment: Make arrangements for an initial up to one-hour consultation (by making an appointment).
- Pre-Meeting Preparation: We’ll provide questions to help you gather your thoughts and relevant information before we meet.
- Guided Discussion: During our meeting, we’ll ask targeted questions, allowing you to do most of the talking while we listen carefully to your wishes and concerns.
- Formal Recommendations: After our meeting, we’ll send you comprehensive advice on your succession plan, typically including all proposed documentation.
- Your Review: Take time to read through our recommendations and respond with any queries or additional information via email or phone.
- Refinement: We’ll make necessary changes, corrections or provide explanations to help you fully understand and approve your plan. Additional meetings can be arranged if needed.
- Proper Execution: We’ll ensure you sign all documentation correctly with appropriate witnessing, and can provide qualified witnesses if required.
- Future-Proofing: We’ll establish an automated review mechanism and create direct links with key persons such as your attorney/executor and accountant/financial planner.
- Secure Storage: Your original succession plan and title documents can be safely stored in our large fire-proof bank safe.
Obtain a legal cost estimate for our help with your updated succession plan using the button below.