No-one likes to think about it, but we can help you plan for it…
Everyone, young and old need to ensure their affairs are in order so they can be confident they are leaving their family a healthy financial legacy when they die.
Not leaving a Will or leaving an out-dated or poorly drafted Will can have many catastrophic consequences and leave your loved ones suffering unnecessary turmoil.
Our team at Kelly Kelly Legal have years of experience in working closely with clients and businesses to generate succession plans that incorporate business transition arrangements, Wills and estate planning in addition to superannuation planning.
Kelly Kelly Legal are able to utilise many strategies including:
- Wills
- Testamentary Trusts
- Binding Death Benefit Nominations
- Self Managed Superannuation Fund Wills
- Business Agreements
- Buy Sell Agreements
Download the documents below to assist with your planning:
Wills
Will Instructions Pre Meeting Checklist
Advance Care Directive (Medical)
Advanced Care Directive Fact Sheet
Advance Care Directive Pre Meeting Checklist
Power of Attorney (Financial)
Enduring Power of Attorney Pre Meeting Checklist
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