Peter Worrall Lawyers | What to Expect

ESTATE PLANNING

GENERAL INTRODUCTION

We want all Tasmanians to be aware of the benefits of estate planning.

This process involves a careful examination of your present legal, financial and lifestyle arrangements.
This simple guide is written for the purposes of helping you through the process.

What is Estate Planning

Effective estate planning is an exercise in protecting and maintaining wealth, and in ensuring that assets

pass in an efficient way into the control, and for the use, of those for whom the assets are intended.

The lawyer’s role in estate planning is to give legal advice and to prepare estate planning documents. These documents may include:

powers of attorney;

enduring guardianship forms;

wills, and these may include:

(a)	modern simple form wills;
(b)	wills containing simple trusts;
(c)	wills containing protective trusts;
(d)	wills containing testamentary discretionary trusts;
(e)	mirror or complementary wills; and
(f)	mutual wills;

superannuation deeds;

discretionary family trust deeds;

review of existing documents including the review of existing wills, existing superannuation deeds, and existing discretionary family trust deeds;

post death superannuation trust deeds; and

post death asset trust deeds.

This list contains examples of the wide range of advice and documents that may be required of an estate planning lawyer.

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PETER WORRALL LAWYERS

Providing independent, confidential and professional advice to private clients
in estate planning, wills, probate, advice to executors, advice to beneficiaries,
commercial law, conveyancing and other aspects of property law.

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