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Evergreen Legal Evergreen Legal provides comprehensive and thorough succession planning services. Contact Laura today to arrange a consultation. www.evergreenlegal.com.au

While everyone needs will and estate planning services, it is often a task that get put at the bottom of the "to do" list. Evergreen Legal was founded with the aim to more fully cater to clients in a manner that makes this process as easy and stream lined as possible. Be sure to click the 'see first' option in your follow settings for this page, so you can stay up to date with the latest information and tips to help with your Succession Planning.

If someone had to jump in to care for your child tomorrow, would they know what matters most? 🤔Not just their bedtime.No...
11/10/2026

If someone had to jump in to care for your child tomorrow, would they know what matters most? 🤔

Not just their bedtime.

Not just what they like to eat.

Would they know about:

🌲your wishes for your child's education,
🌲the name of their doctor and/or dentist,
🌲your wishes for relationships with family and friends (and their contact details),
🌲religious, cultural or value considerations, and
🌲your hopes and plans for the kind of life you want for them?

Because your legacy isn't only what you leave your child monetarily.
It's the guidance for those left behind, and your voice that remains long after.

Save this as a reminder to document the things only you know, for those who would step into your shoes. ❤️

❗️REMBMBER❗️Your super isn't automatically covered by your will. 😟If you intend to leave the proceeds to someone who is ...
04/10/2026

❗️REMBMBER❗️

Your super isn't automatically covered by your will. 😟

If you intend to leave the proceeds to someone who is not a dependent, there may be a nasty surprise for your loved ones when the time comes if proper planning hasn't been done.

As nominating a superannuation beneficiary can be technical, it should be discussed as part of any estate plan.

Contact us to discuss your superannuation death benefit.

Blended families = blended needs. 💚Estate planning isn't one-size-fits-all, especially when your family tree includes st...
27/09/2026

Blended families = blended needs. 💚

Estate planning isn't one-size-fits-all, especially when your family tree includes stepchildren, new spouses, and divided responsibilities.

Without clear documents, well-intentioned plans can lead to confusion or disputes.

This is your chance to create peace of mind for everyone you love:

✅ Provide for biological and stepchildren (as desired)
✅ Protect your partner’s future
✅ Reduce family disputes
✅ Clearly reflect your wishes

Estate planning is more than paperwork, it's a thoughtful act of love.

📞 Let's talk about how to tailor your plan to your unique family.


Some people might think of a will and estate plan as paperwork, but it can be so much more.If you think about it, it's a...
21/09/2026

Some people might think of a will and estate plan as paperwork, but it can be so much more.

If you think about it, it's actually the last thing you'll ever do for the people you love.

Think of your estate plan not as a chore, but as an opportunity to:

🌲ensure your last act is one of love, and
🌲your legacy is recorded for generations to come.

We're here to help you find the words to tell your story. 🌈

For centuries, evergreen trees have quietly kept the record — rings within rings, marking every season a life has moved ...
14/09/2026

For centuries, evergreen trees have quietly kept the record — rings within rings, marking every season a life has moved through.

We believe your story deserves to be told too!

🌲The people you hold close.
🌲The life you've built.
🌲The legacy you choose to leave behind.

An estate plan can be so much more than a distribution of assets. It can be a lasting story that future generations will reflect upon to remember your legacy, if only you choose to share it.

☎Contact us about your estate plan and sharing your legacy!

Happy Father’s Day to all the dads, granddad‘s and father figures who protect and care for their families every day. 🦸🏻‍...
05/09/2026

Happy Father’s Day to all the dads, granddad‘s and father figures who protect and care for their families every day. 🦸🏻‍♂️

Estate planning is one of the most powerful ways to continue protecting your loved ones, even when you’re no longer there. A thoughtful estate plan ensures your legacy lives on. 🌟

Here’s to all the dads who not only provide today, but also plan for tomorrow! ❤️

Why is relying on an online will provider so dangerous? 👀🚩1️⃣Superannuation (and the life insurance held within) is ofte...
31/08/2026

Why is relying on an online will provider so dangerous? 👀🚩

1️⃣Superannuation (and the life insurance held within) is often a person's largest asset. A will is not sufficient to direct where these assets will go when you're gone.

2️⃣Online providers do not give any consideration to your personal circumstances or relationships and how to best protect your loved ones from drama when you're gone.

3️⃣Incapacity (or serious illness) is just as important to consider as death. An enduring power of attorney should go hand in hand with making a will.

4️⃣Many "wills" (and other estate planning documents) are not legally binding because they have not been properly signed or witnessed, making oversight by a knowledgeable lawyer important.

Online will providers do not consider or provide any of the above. This can leave a massive hole in an estate plan, or even worse, cause more problems than no plan at all! 🤯

Having a dedicated estate planning lawyer take a holistic approach will ensure the documents you create have actual value and will protect you and your loved ones when you need them most. 🌲

Take control of your future today and shine a light on your estate plan! 🌞 Having a solid plan in place will give you pe...
24/08/2026

Take control of your future today and shine a light on your estate plan! 🌞

Having a solid plan in place will give you peace of mind and the confidence to weather any storm that comes your way. ☔🌈

Contact us to discuss your estate plan ☎🌲

When it comes to estate planning, one of the most heartfelt components is appointing a guardian and ensuring the care of...
17/08/2026

When it comes to estate planning, one of the most heartfelt components is appointing a guardian and ensuring the care of your minor children. A Letter of Wishes can be a powerful tool to guide guardians and trustees on how you envision your children’s upbringing, particularly regarding their education and your general child-rearing preferences.

1. Education Preferences:

You can specify the type of education you desire for your children, whether it's public, private, religious, or home schooling. You can include preferred schools or institutions and any special programs or extracurricular activities you believe would benefit your children, or in which you believe they may have a special talent or interest.

2. Values and Beliefs:

You can communicate the core values and beliefs you want to be instilled in your children. This can include religious practices, moral principles, and cultural traditions that are important to you and your family.

3. Health and Wellness:

Specify any health care concerns or diagnosis your guardian might not immediately know about, including medical providers, health insurance, and approaches to wellness and mental health support.

3. Clarity and Flexibility:

While a Letter of Wishes is not legally binding, it offers clear guidance to those you trust with your children’s care but allows flexibility if needed at the time to adapt to unforeseen circumstances.

4. Regular Updates:

Regularly update your Letter of Wishes to reflect any changes in your circumstances or your children’s needs. This ensures that your intentions remain relevant and clear.

Work with your legal advisors to integrate your Letter of Wishes seamlessly with your will and other estate planning documents. They can help you navigate the legal nuances to ensure your wishes are respected and followed.

Planning for your children’s future is a profound responsibility. By incorporating detailed information and preferences in your Letter of Wishes, you can provide invaluable guidance to those entrusted with your children’s care, ensuring they grow up in a manner that reflects your love and values.

While all other discretionary trusts may be subject to a minimum 30% tax (if the proposed budget changes proceed), the P...
10/08/2026

While all other discretionary trusts may be subject to a minimum 30% tax (if the proposed budget changes proceed), the PM has announced that Testamentary Trusts will be exempt! 🎉

This means Testamentary Trusts may become the unicorn for asset protection and tax minimisation for Australian families moving forward, becoming the best vehicle for generational wealth building. 🦄🌈

Investing in a Testamentary Trust in your estate plan just became a no brainer! 🤓🌲

☎Contact us about how a Testamentary Trust in your Will could benefit your loved ones and your legacy. ❤

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Ground Level, 10 Herb Elliott Avenue
Sydney Olympic Park, NSW
2127

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