Your estate is in good hands with our estate planning lawyers
Providing clarity after you’re gone
Estate planning is about much more than just sorting out your affairs – it’s about ensuring that you continue to control your finances, assets and wealth, even after your passing. Think of it as an extension of your financial planning.
And like financial planning, it’s important that you choose a professional to help you out.
Our estate planning lawyers in Melbourne don’t just tell you what you can and can’t do when it comes to your estate – we’ll also work with you to devise a solution that you’re completely happy with, and which aligns with your goals, whatever they may be.
Do you aim to:
- … provide your family financial security going forward?
- … resolve outstanding debts, offering your relatives a clean slate?
- … set your business or company on a certain path?
Whatever the end goal is, tell us, and our team of estate planning lawyers will ensure that your estate plan helps you achieve these goals.
Estate Planning is not just about making a Will or arranging Powers of Attorney
If you ask us, it should be about helping you attain a specific goal regarding your estate.
It could be planning your financial future. It could be attaining peace of mind. It could be about reducing risk to your family.
Whatever it is, good estate planning is key.
At Danaher Legal, we believe the old adage is true that a “stitch in time will save nine”. Put simply, an estate plan is money well-spent that will save you money in the future and give you peace of mind. The cost when something goes wrong can be significant, both financially and emotionally.
An effective Estate Plan will require:
- Wills for you and your partner
- Powers of Attorney (Medical Treatment and Financial)
- For those of advanced age, An Advanced Medical Care Directive
- Superannuation nominations (superannuation sits outside your Wills)
- Review and advice on control of structures like companies, trusts, Self Managed Superannuation Funds
- Strategies and solutions to deal with complicating factors such as blended families, same sex relationships, leaving people out of Wills, protection of beneficiaries, family law matters.
The right Estate Plan to protect your family wealth
What type of Estate Plan you need depends not on what your assets are, but on what you want to do with them after you have passed away.
For example – if your main asset is your home and you want to leave it to your children, but exclude one child or protect one child. In these cases, your Will has a complicating factor.
In short there are 3 types of Estate Plans…
What type of Wills do our lawyers in Melbourne do?
A Will is a good start – in many cases however, you may need to go even further
Think of your estate plan as your WIll, except taken even further.
Estate planning is the more comprehensive cousin to your Will. This comes with a number of benefits for both you and your family.
They are also considerably more complex – luckily, our estate planning lawyers can help with that!
Estate planning lawyers in Hawthorn
When it comes to your estate, it’s important that you choose a lawyer that gets you
It isn’t enough that they understand how inheritance law works – they should also understand what makes you tick and what matters to you.
That means going beyond asking you where you want your money and assets to go – we will also ask you about your family dynamic, what each family member would prefer to inherit as well as your values.
That’s because your estate isn’t just about pragmatism and financial security.
In addition to your wealth and assets, your estate plan may also go over the distribution of items with immense sentimental value. A good plan should also seek an arrangement that minimises family drama.
This requires an estate planning lawyer in Melbourne that looks beyond the numbers.
Not everyone gets it. But we do.
7 steps to achieving
Engaging a lawyer doesn’t have to be a long-winded process
We know that when it comes to your case, one size does not fit all. That’s why we don’t bother trying to find one at all.
Instead, each case we take on starts with an in-depth process that gets to the heart of your issue, as well as the solution you want.
Only then can we work towards getting you the solution you want.
Dennis and the team at Danaher Moulton have been my trusted legal advisors for several years now – their accessibility, approachability and practical advice has been welcomed by me personally and the many clients whom I have referred. Dennis is always prepared to go ‘above and beyond’ and has a unique ability to simplify what can sometimes be quite a daunting process.
Danaher Moulton are the ideal partner for SME businesses providing a comprehensive range of services that every business owner needs.
All delivered with a refreshingly friendly and down-to-earth approach.
Dealing with Dennis and the team at Danaher Moulton is always a pleasure.
They are honest, knowledgeable and efficient. I have had personal dealings as well as referred many clients through the conveyancing team and my clients have only ever had great experiences. I couldn’t recommend Danaher Moulton more highly.