Private lawyers Melbourne

Too often we see your family assets facing unnecessary risks because the proper strategies and solutions have not been put in place by your lawyer.

Helping you to build and protect your family wealth

As a family, you don’t need a big-name law firm to take care of your family wealth.

What you need is a lawyer who cares, understands you and your circumstances, and who works hard to help you achieve your life goals and build up your family wealth. You need strategies and solutions to achieve your objectives, and someone who gets it done without the legal jargon.

At Danaher Moulton, our priority is you.

In every engagement we are clear on:

  • What you want to achieve
  • How you can achieve it
  • What we will do to achieve it, and by when

Unlike other estate planning lawyers, we are solutions-focused. You tell us what you want to achieve – our lawyers in Melbourne deliver a tailored solution for you within your budget.

We pride ourselves on providing holistic solutions for clients with both business and succession planning needs.

What are the key outcomes we achieve?

  • Peace of mind
  • Strategies for the transition of wealth
  • Asset protection
  • Control

What are our values?

To be proactive and solve our clients’ problems before they arise. To be approachable and to think outside the box. To be unlike other lawyers.

The end result is peace of mind for you and your family, and more money and time which you can invest in the more important things in your lives.

We are your partners in building and protecting your family’s wealth. We do this by:

  • Understanding your goals and objectives
  • Helping you buy, sell and manage assets like property
  • Offering clear and concise advice on how to own assets taking into account taxes, risks, family dynamics, and estate challenges
  • Helping when you leave your family wealth to the next generation
  • Giving you strategies and solutions to maximise your opportunities and limit your risk.
  • Providing peace-of-mind.

With Danaher Moulton, you’re the focus. Our goal is to get you the best possible outcome – nothing less.

How can our private lawyers help you?

  • Wills and Estate Planning – for mums and dad clients and high net wealth clients
  • Complex Estate Planning Strategies
    • Protecting beneficiaries
    • Minimising tax
    • Complex structures
    • Dealing with complicated factors – leaving someone out of a Will, blended familie, same sex families
  • Buying and selling properties – conveyancing
  • Property related matters – leasing, property advice, adverse possessions, subdivisions
  • Family and inter party loans
  • Asset structuring – family trusts, SMSF’s, companies, complex life estates
  • Probates and estate administration
  • Powers of Attorney and Guardianship Applications
  • Estate Claims – both for the Estate and Claimant
  • Trusteeships
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Estate planning lawyers Melbourne – protecting your family wealth

Your estate, your way

An estate plan gives you certainty.

Certainty that your personal family wealth is proteted, that your family wealth will be transferred to your loved ones, that your risks and taxes will be minimised, and that your family are cared for.

If you’ve looked around our website already, you’d know that our estate planning lawyers in Melbourne take a somewhat different view.

Unlike other lawyers who start with trying to understand your assets, we start with you.

“What do you want to achieve? What are your concerns? What keeps you awake at night?”

From there we understand how you own your family wealth and then start piecing together a strategy and solutions to achieve your goals.

Your estate plan is a way for you to achieve your specific goals regarding your family wealth. Your goal may be to:

  • Providing financial security for your children
  • Limit the taxes payable in the future
  • Protect your children’s inheritance
  • Prevent estate claims
  • Preserve generational wealth

Whatever it is, your estate should be planned with that specific outcome in mind – something that our estate planning lawyers in Melbourne can help you with.

A good Estate Plan involves more than just your Will – it deals with all the assets you may own, directly in your name or otherwise, as well as other assets you may have. Superannuation, life insurance policies, an interest in a business, assets owned in structures such as trusts and companies – you name it, and it’ll be in your Estate Plan.
In addition to creating your estate plan during your lifetime, when the time comes when you are no longer here , our Kew lawyers can also administer your Estate ensuring that your wishes are respected and that your plan is carried out to the letter.
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Danaher Moulton service delivery

Will lawyers Melbourne

Peace of mind for after you’re gone

It isn’t something most of us like to think about.

The only thing more discomforting is the idea of passing without a Will and leaving behind only confusion, conflict and significant additional cost.

Danaher Moulton works with you to organise your affairs, and ensure that your wishes are carried out after you’re gone to avoid any unnecessary heartbreak.

An ambiguous, poorly-worded Will is almost as bad as not having one at all.

Our team ensures that your Will is watertight, protecting your family from spurious and false claims.

Your Will is not a once-and-done affair. It’s a living document that should be updated as your circumstances change. We recommend that you review your estate planning every 3 years or as circumstances otherwise change.

A change in circumstance could include:

  1. Death of a beneficiary or an executor
  2. Family dispute
  3. Change in ownership of assets
  4. Change in circumstance of a beneficiary – ie divorce, bankruptcy

We will update your Will to reflect any changes and requests you may have, ensuring that your wishes are carried out.

Executors are required to perform many tasks, including applying for a death certificate, informing authorities, settling outstanding debts and more, often while grieving themselves.

Make things easier by letting our private team lawyers do the heavy lifting for you.

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Deceased estate lawyers Melbourne

We make the complex simple

Grants of probate and letters of administration are collectively referred to as grants of representation. A grant of representation gives a person the legal right to administer the estate of a deceased person.

Probate is the legal document that certifies that a Will is valid and can be acted upon.

Danaher Legal are experts when it comes to arranging the appropriate documentation on behalf of the executors or the legal next of kin. The process can be quite daunting for a newly appointed executor and we are here to assist.

From obtaining probate/administration to managing the estate itself and the distribution of proceeds to the beneficiaries in accordance with the Will, we provide sensitive and accurate support.

While only the executor themselves can apply for a grant of probate, that doesn’t mean that we can’t help. Our Kew legal team helps lay the groundwork, ensuring that the documentation and paperwork is in order.

Our key focus is on making the process easy.

Even with all the documentation, applying for a grant of probate can be a time-consuming and difficult process. We’re here to answer any questions you may have and support you through the application.
Letters of administration are issued when the deceased has left no valid Will. Our team will apply to the Supreme Court for a letter of administration on behalf of the executor or next-of-kin, allowing them to take the next step.
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Probate Lawyers Melbourne
Dennis Danaher wills lawyer

Succession planning lawyers Melbourne

Hang up your hat confident that business will carry on

Unlike many of the other services, succession planning is an inherently hands-on task. This is an area where our practical, common-sense approach towards legal services proves its worth!

We go to great lengths to understand your company, its culture, its values and its people – once we do that, we sit down with you to plan out the next step and ensure that your business is left in good hands.

Our focus on finding solutions that work for you means that we’re able to create a succession plan that keeps things running smoothly. We ensure that your values are passed along, that systems are ready for new leadership and that the best person for the job is chosen to replace you.

Saying goodbye to your life’s work can be tough, especially if you’ve spent years building your business or company up to the place it’s at today. With good succession planning however, it doesn’t have to be.

In addition to legal advice, Danaher Moulton are also specialists in helping private companies and businesses. Using our business-savvy, we can help identify the skills and roles of a potential successor.
The most suitable successor isn’t always the most obvious one. as well as the most suitable candidate. Our team provides an objective, unbiased assessment of the candidates, their skill sets and their capacity for learning.
As the owner or founder of a business or company, there’s certain information that only you will be privy to. It’s important that you set up a mechanism to share this important information with your successor.
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