Estate Planning protects your family and assets

You've worked hard to build up your wealth and assets over the course of your life. Failing to plan adequately for their transfer to the next generation can cause unnecessary stress and financial hardship for your loved ones as well as erode a lifetime of hard-earned wealth. This is why estate planning is so important.

An estate plan may include:

• A Will
• Guardianship of children
• Superannuation binding nominations
• Establishment of an inter vivos trust (charitable or family)
• Enduring Powers of Attorney

Is having a will enough?

A will does not cover all aspects of your estate: it only deals with physical assets. An estate plan takes into account your total wealth, including your superannuation, guardianship and business interests. It also specifies who should control your care and finances in the event you no longer have capacity to do so.

Reviewing your plan

Once established, it’s important to keep your estate plan up-to-date. Your estate plan needs to reflect major changes in your life – such as having children, divorcing and remarrying, or purchasing property – to ensure it remains valid and that your loved ones are not disadvantaged. As a general rule, you should review your plan every three years.

Plan your estate with Australia's trusted experts

Our estate planning team consists of experienced and empathetic solicitors who specialise in estate planning.
We understand that it can be difficult contemplating death and the potential of losing capacity, and we are there to help you through the process.

Estate Planning Appointments

To create new estate planning documents or update your existing arrangements, contact our Estate Planning Team by completing the form below to request an appointment or call 1800 882 218.

Document Requests

If you require copies of documents currently held by Equity Trustees, you can download the the relevant forms below. This ensures we can securely and efficiently provide the information you need.