Wills & Succession Planning

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

Will Appointment Checklist

Advance Care Directive

Advance Care Directive Fact

Advance Care Directive Pre Meeting Checklist

Power of Attorney

Power of Attorney Fact Sheet

Enduring Power of Attorney Pre Meeting Checklist

View Frequently Asked Questions

Thank you for making the whole process so easy. I appreciate the fact you considered my request and also thank you for making it easy to understand amid all the legalese.

J Fisher

Thank you so much for attending to our documents as requested. I'm sure they involved more work than you initially envisaged & I am deeply grateful for your kindness and expertise.

Pauline C