The Estate Planning Centre

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The Estate Planning Centre Family-focused Wills, Estates & Succession Planning services that support your values, protect your assets and help you thrive 🌳

We are hiring.For most of our clients, their first contact with The Estate Planning Centre is either a well-answered pho...
04/09/2026

We are hiring.

For most of our clients, their first contact with The Estate Planning Centre is either a well-answered phone call or a warm welcome at the door. We are looking for the right person to be both.

Someone organised and proactive, who takes genuine pride in looking after our clients from that very first moment, and who enjoys keeping a busy practice running smoothly.

It is a permanent, full-time role in our Sydney C*D office, close to Martin Place. Full training is provided, so previous legal experience is not required - an interest in learning about the field is a great asset.

If this sounds like you, or like someone you know, full details and how to apply are in the comments below.

*D

If AI can edit your emails, put together your shopping list, and summarise your Zoom meetings, surely it can write your ...
03/07/2026

If AI can edit your emails, put together your shopping list, and summarise your Zoom meetings, surely it can write your Will… right?

The blunt answer is yes, technically, AI can write your Will. The better question to ask is, “Should AI write your Will?” And our answer to that question is just as blunt.

❌ No, AI should NOT write your Will.

AI can offer a starting point, but it can’t go beyond the basics. And with AI hallucination still a major burden on the technology, AI simply can’t be trusted to keep up with changing succession laws.

Here are our three reasons why you shouldn’t use AI to write your Will:

1️⃣ AI can’t detect nuance, which is crucial when working with families and understanding their dynamics in order to create an estate plan that works from every angle, in every possible scenario.

2️⃣ AI can’t structure testamentary trusts properly for tax effectiveness. It can perhaps explain what a testamentary trust is, but it doesn’t understand how these concepts work together.

Simply put, AI doesn’t know what it doesn’t know.

3️⃣ AI can’t ensure that your Will has been correctly signed and witnessed in order to be legally binding.

And if it turns out this hasn’t been done correctly and your Will is challenged or declared invalid, AI can’t represent you in court. We can. ✅

Putting together an estate plan goes much further than compiling a document. It’s about planning for the future, from every possible angle. It’s about asking questions and exploring all avenues for asset protection.

Most importantly, it’s about preserving your legacy and protecting the people you love. ❤️

As estate planning lawyers, along with our knowledge and expertise comes years of experience and human connection that shape the way we practice.

If you need your Will made properly, The Estate Planning Centre is here to help. Get in touch today to arrange your complimentary Discovery Call.

🌐: www.theestateplanningcentre.com.au

We know that committing to getting your estate plan in order can feel like a big step. That’s why we’ve made taking that...
28/06/2026

We know that committing to getting your estate plan in order can feel like a big step. That’s why we’ve made taking that step as simple as possible, starting with a complimentary Discovery Call with our team.

In this grounded 15-minute conversation, we will:

🌳 Understand your goals and immediate concerns
🌳 Identify whether we are the right fit for you
🌳 Recommend the appropriate service pathway
🌳 Outline likely next steps

If we’re well suited to work together, we’ll invite you to a more detailed Strategy Session where we provide tailored advice and a clear plan forward.

However you choose to arrange your Discovery Call, whether that be over the phone or online using our simple calendar booking system, you can trust that TEPC will meet you with clarity, expertise, and kindness. ❤️

📞 (02) 9159 3885
🌐 www.theestateplanningcentre.com.au

⭐️⭐️⭐️⭐️⭐️We are always grateful when clients take the time to share their experience, and this wonderful five-star Goog...
25/06/2026

⭐️⭐️⭐️⭐️⭐️

We are always grateful when clients take the time to share their experience, and this wonderful five-star Google review was a special encouragement for our Senior Associate, Emily Kuo.

It was a privilege for Emily and the team to help this client update their Wills, Enduring Guardianship and Power of Attorney documents, providing greater confidence and peace of mind for the future.

Emily joined the world of succession law after a successful 10-year career in financial services law. Since making the transition, she has developed a genuine passion for helping clients protect the people and assets they care about most.

Known for her meticulous attention to detail, thoughtful approach and gentle kindness, Emily is deeply trusted by both our clients and team, and we are so thankful to have her at The Estate Planning Centre.

Outside the office, Emily enjoys spending time with family and friends, settling in with a good Aussie drama and a cup of tea, and heading outdoors for a hike. She even completed Coastrek to raise funds for mental health – a reflection of her caring and generous spirit.

Thank you for your kind words Guy, and congratulations, Emily. We are so proud of the difference you make every day. ❤️

There is no shortage of capable lawyers out there. So why choose us for your estate plan?🌳 At TEPC, we specialise entire...
24/06/2026

There is no shortage of capable lawyers out there. So why choose us for your estate plan?

🌳 At TEPC, we specialise entirely in wills, estates, and succession planning. Unlike generalist law firms, our entire practice is dedicated to estate law.

We’re not a “transactional” law firm, either.

The work we do is for life, which means our relationships with our clients span lifetimes.

We offer a complimentary three-yearly review to our clients, so their documents adapt as their family and financial circumstances change. ⏳

And it’s not on you to remember to contact us for your review! We take a proactive approach and maintain contact, so you’ll never feel forgotten about or like you’ve slipped through the cracks. ❤️

If you are considering your options, book a complimentary Discovery Call with our team today. 📞

🌐: www.theestateplanningcentre.com.au

Getting your estate plan right matters. 🌳There are strict legal requirements for making a valid Will, and even small err...
22/06/2026

Getting your estate plan right matters. 🌳

There are strict legal requirements for making a valid Will, and even small errors can have significant consequences.

For example, if a Will is not properly prepared or witnessed, it may not be legally effective, and your estate could be distributed in a way you did not intend.

Working with an experienced estate planning lawyer helps ensure your wishes are clearly documented, legally compliant, and less likely to be challenged in the future.

Just as importantly, it provides peace of mind for you and your family. ❤️

If you’re ready to put the right plan in place, our Sydney-based team is here to support you.

Book your complimentary Discovery Call today. 📞

🌐: www.theestateplanningcentre.com.au

Life rarely stays still. Families change, children arrive, relationships shift, and financial circumstances evolve. Your...
21/06/2026

Life rarely stays still. Families change, children arrive, relationships shift, and financial circumstances evolve.

Your estate plan should reflect that reality. 🍃

As your assets or structures change, your plan should keep pace. The same applies through major milestones like marriage, separation, the arrival of grandchildren, or new business ventures.

That’s why we take a long-term approach at The Estate Planning Centre. We offer regular three-year reviews to help ensure your plan continues to reflect your wishes and remains legally effective.

If you need support reviewing or updating your estate plan, we’re here to help.

Book your complimentary Discovery Call today. 📞

🌐: www.theestateplanningcentre.com.au

🚨 BREAKING: A very welcome outcome for Australian families.The Federal Government has confirmed that income from genuine...
18/06/2026

🚨 BREAKING: A very welcome outcome for Australian families.

The Federal Government has confirmed that income from genuine testamentary trusts will be exempt from the proposed 30% minimum tax announced in the 2026 Federal Budget.

This is encouraging news and recognition of the important role testamentary trusts play in protecting Australian families.

But testamentary trusts have never been just about tax. Done well, they can help protect inheritances from:

✔️ Relationship breakdowns
✔️ Premature access to wealth
✔️ Bankruptcy and creditor claims
✔️ Addiction, disability and other vulnerabilities
✔️ Assets passing outside the bloodline unintentionally

Importantly, the Government has also reaffirmed that Australia has no inheritance tax or death duties.

However, some aspects of the announcement still warrant careful consideration.

From 1 July 2028, the proposed exclusion is limited to discretionary testamentary trusts that can only benefit individuals and income tax exempt entities.

The detail matters.

We remain hopeful that the Government will engage in genuine consultation with the profession and the community before these measures are finalised.

At The Estate Planning Centre, we will continue to advocate for a complete exclusion for genuine testamentary trusts. If Australia truly has no inheritance tax or death duties, that principle should be preserved in substance, not merely in name. Measures that impose additional tax simply because wealth passes on death risk becoming a death tax by another name.

Estate planning is about more than tax. It is about protecting loved ones, preserving options and stewarding wealth wisely across generations.

Testamentary discretionary trusts are not just about tax.For many families, they form an important part of a broader est...
11/06/2026

Testamentary discretionary trusts are not just about tax.

For many families, they form an important part of a broader estate planning strategy designed to protect the people we love who may become more vulnerable in the years ahead.

When set up thoughtfully, a testamentary trust can provide structure and support that extends well beyond financial protection.

These trusts are commonly used to help safeguard inheritances for vulnerable beneficiaries and provide structured oversight in situations involving addiction or limited financial decision-making capacity.

For families navigating complex needs, they offer reassurance that care and protection will continue once they are gone.

At TEPC, we know how important this is for so many Australians right now. We strongly believe in the value of testamentary trusts and will continue to advocate for our clients, their families, and their ability to protect the people they love.

If you are considering whether a testamentary trust is right for your estate plan, or you are feeling unsure about the future, we can walk you through your options clearly and carefully.

We are on your side, now and always. ❤️

🌐: theestateplanningcentre.com.au
📞: (02) 9159 3885

🪧 Have you been looking for a sign to get your estate plan in order?Sometimes the timing is already there. It just needs...
10/06/2026

🪧 Have you been looking for a sign to get your estate plan in order?

Sometimes the timing is already there. It just needs a gentle nudge.

If estate planning has been sitting in the background for a while, this might be your sign to bring it forward.

A clear, current plan helps ensure your wishes are understood and your loved ones are supported when it matters most. ❤️

If you are ready to start the journey, our team is here to guide you along the best route possible.

Start the conversation with a complimentary discovery call with our team today.

🌐: theestateplanningcentre.com.au
📞: (02) 9159 3885

Address

Level 13/111 Elizabeth Street
Sydney, NSW
2000

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61291593885

Website

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