Estate Planning Services
Secure Your Legacy with Confidence and Compassion
Why Estate Planning Matters
Estate planning is more than just drafting a Will—it’s about securing the future for those you love, protecting your hard-earned assets, and ensuring your wishes are respected. At Make Your Will, we believe estate planning is a gift you can offer your family: clarity, peace of mind, and the assurance that, even in your absence, your intentions Will be honoured.
Without a clear estate plan, your loved ones may face legal complexities, delays, and disputes at a time when they are already coping with loss. Estate planning allows you to take control: nominating guardians for your children, specifying your wishes for medical care, and determining how your assets Will be distributed.
Our Estate Planning Approach
We understand that every family and individual is unique. Our mobile legal service brings expert estate planning directly to your door—serving Melbourne, Sydney, Adelaide, and surrounding regions—making the process accessible, convenient, and stress-free.
- Personalised Consultations – We take the time to listen, understand your priorities, and tailor solutions to fit your circumstances.
- State-Specific Expertise – Our team is well-versed in the nuances of estate law in VIC, NSW, and SA, ensuring your documents are compliant and enforceable.
- Executor Support – We empower nominated executors with practical guidance and resources so they can fulfil their duties confidently and compassionately.
- Compassionate Counsel – Sensitive matters require discretion and empathy. We guide families through every step, respecting privacy and feelings.
What Is Included in Estate Planning?
Estate planning is a comprehensive process that may include:
- Wills – Clearly stating how your assets Will be distributed, appointing guardians for minor children, and nominating executors to carry out your wishes.
- Powers of Attorney – Appointing someone you trust to manage your financial and legal affairs if you become incapacitated.
- Enduring Guardianship – Designating an individual to make medical and lifestyle decisions on your behalf when you are unable to do so.
- Advanced Health Directives – Specifying your wishes for medical treatment and care in the event you cannot communicate.
- Superannuation and Insurance Planning – Ensuring your retirement funds and life insurance policies are structured to benefit your chosen recipients.
- Trusts – Establishing trusts to safeguard assets for children, those with disabilities, or to manage complex family arrangements.
- Business Succession Planning – Creating strategies to pass on business interests smoothly and efficiently.
The Estate Planning Process
Our service is designed to make estate planning straightforward and accessible:
- Initial Consultation – We offer a free, confidential discussion to understand your needs and answer your questions.
- Document Preparation – We draft all necessary legal documents, reflect your wishes accurately, and ensure compliance with local laws.
- Review and Finalisation – You review your documents with our guidance, making amendments as needed until everything meets your satisfaction.
- Safe Storage and Access – We offer secure storage options, so your documents are protected and your executors can access them when needed.
Why Choose Make Your Will?
- Mobile Service – We come to you, saving you time and making the process comfortable and convenient.
- Local Expertise – Our knowledge of state-specific requirements ensures your estate plan is robust.
- Transparent Pricing – Clear, upfront fees—no surprises.
- Ongoing Support – Estate planning is not a one-off event. We’re here to help you keep your documents up-to-date and respond to life’s changes.
- Empathy and Discretion – We understand the sensitivities involved and treat every client with respect and care.
Book Your Free Consultation
Take the first step towards peace of mind. Contact us for a free initial consultation and discover how we can help you protect what matters most.
Estate planning is a conversation about your legacy, your values, and your hopes for those you love. With Make Your Will, you can navigate this essential process with confidence and compassion, knowing that every detail is handled with expertise and care.
Serving Melbourne, Sydney, Adelaide, and surrounding regions. Let us help you secure your future, today.
Planning for the future isn’t just about assets—it’s about protecting your loved ones, honoring your wishes, and creating peace of mind. At Wills and Estates we make estate planning simple, clear, and tailored to your life.
What is Estate Planning?
Estate planning is the process of organizing your affairs so that your money, property, and personal wishes are handled exactly as you intend—both during your lifetime and after.
It ensures:
- Your family is protected.
- Your assets are distributed according to your wishes.
- Taxes and legal complications are minimized.
- Trusted people can step in to help if you cannot make decisions.
Our Estate Planning Services
We provide comprehensive guidance across all areas of wills and estates, including:
1. Wills – Clearly outline who inherits your assets and who manages your estate.
2. Powers of Attorney – Appoint someone you trust to handle financial, legal, or healthcare matters.
Why Estate Planning Matters
Without a clear plan, your loved ones may of wills and estates, including:
1. Family disputes
2. Costly legal battles
3. Delays in receiving inheritances
4. Higher taxes and fees.
Our Approach on Planning Services
A well-structured estate plan avoids these challenges and ensures your legacy is preserved.
1. First – We take time to understand your goals, family dynamics, and concerns.
2. Simplify – We explain everything in plain language, not legal jargon.
3. Tailor Solutions – Every plan is customized to fit your unique needs.
