25/08/2026
WHAT HAPPENS AT AN ESTATE-PLANNING APPOINTMENT?
An estate-planning appointment involves more than providing names for a Will.
We'll ask about your family, assets, superannuation, property ownership and any circumstances requiring particular consideration. These might include a blended family, vulnerable beneficiary, business interest or loan made to a family member.
We'll also discuss:
• who should administer your estate
• how your assets should be distributed
• who should make financial, medical and lifestyle decisions if you lose capacity
• whether additional structures or protections may be appropriate
You don't need to have all the answers before the appointment. The point of coming to see us is to let us help make the right plan for you.