Estate Planning Lawyers in Sydney & NSW
- Comprehensive planning for your future & assets.
- Securing your finances & healthcare decisions.
- Strategic advice for robust asset protection.
- Ensuring your legacy is protected.
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NSW Estate Planning Lawyers Serving:
Seniors & Retirees
Tailored Estate Plans including Powers of Attorney and Enduring Guardianships to provide security and peace of mind for the future & more…
Seniors & Retirees
Parents & Families
Protecting your family's future with tailored Estate Plans, guardianship appointments, and asset protection strategies & more…
Parents & Families
High Net Worth Individuals
Structuring complex asset portfolios with sophisticated Estate Plans to minimise tax and ensure effective wealth transfer & more…
High Net Worth Individuals
Business Owners
Integrating business succession plans with your personal Estate Plan to protect business and family assets and ensure a smooth transition & more…
Business Owners
Blended Families
Navigating the complexities of blended families with customised Estate Plans to ensure all loved ones are provided for as you intend & more…
Blended Families
Our Comprehensive Estate Planning Services
Wills & Estate Plans
Drafting legally sound Wills as the foundation of your comprehensive and tailored estate plan.
Powers of Attorney
Preparing robust Powers of Attorney to manage your financial and legal affairs if you become unable to.
Enduring Guardianship
Appointing an Enduring Guardian to make key lifestyle and healthcare decisions on your behalf if you lose capacity.
Testamentary Trusts
Creating Testamentary Trusts for advanced asset protection and tax-effective inheritance for your beneficiaries.
Business Succession
Integrating business succession strategies with your personal estate plan to ensure a smooth transition of your business assets.
Special Disability Trusts
Establishing Special Disability Trusts to provide for the ongoing care and financial security of vulnerable family members.
Speak to us Now or Request a Consultation.
Our Comprehensive Estate Planning Process
1
Understanding Your Goals & Circumstances
We begin with a detailed consultation to understand your family situation, financial structure, and your goals for asset protection and succession.
Understanding Your Goals & Circumstances
We begin with a detailed consultation to understand your family situation, financial structure, and your goals for asset protection and succession.
2
Developing a Tailored Strategy
Our lawyers advise on the best structures for you, including Wills, Powers of Attorney, and Enduring Guardianships, creating a holistic plan.
Developing a Tailored Strategy
Our lawyers advise on the best structures for you, including Wills, Powers of Attorney, and Enduring Guardianships, creating a holistic plan.
3
Drafting Robust Legal Documents
We meticulously draft all necessary estate planning documents, ensuring they are legally valid, unambiguous, and aligned with your overall strategy.
Drafting Robust Legal Documents
We meticulously draft all necessary estate planning documents, ensuring they are legally valid, unambiguous, and aligned with your overall strategy.
4
Finalisation & Future Reviews
We guide you through the formal signing process and recommend regular reviews to ensure your Estate Plan remains current with your life circumstances.
Finalisation & Future Reviews
We guide you through the formal signing process and recommend regular reviews to ensure your Estate Plan remains current with your life circumstances.
Rated 5-Star By Our Clients
Why Clients Choose Us
Decades of Experience
Our Wills & Estates lawyers have 50+ years of experience, providing expert advice to ensure your entire Estate Plan is sound and your legacy is protected.
Decades of Experience
Our Wills & Estates lawyers have 50+ years of experience, providing expert advice to ensure your entire Estate Plan is sound and your legacy is protected.
Personalised & Tailored Plans
We take the time to understand your unique family and financial situation, drafting a comprehensive Estate Plan that reflects your wishes with clarity.
Personalised & Tailored Plans
We take the time to understand your unique family and financial situation, drafting a comprehensive Estate Plan that reflects your wishes with clarity.
Holistic Estate Planning
We offer strategic advice beyond your Will, including Powers of Attorney, Enduring Guardianships, and trusts for complete protection.
Holistic Estate Planning
We offer strategic advice beyond your Will, including Powers of Attorney, Enduring Guardianships, and trusts for complete protection.
Asset Protection & Dispute Prevention
Our planning process ensures clear and legally binding documents, minimising risks of costly disputes and protecting your assets for your beneficiaries.
Asset Protection & Dispute Prevention
Our planning process ensures clear and legally binding documents, minimising risks of costly disputes and protecting your assets for your beneficiaries.
Speak to us Now or Request a Consultation.
Comprehensive Planning for Your Lifetime & Beyond
Effective estate planning is a holistic strategy that goes far beyond simply writing a Will. It safeguards your interests and protects your loved ones by creating a clear plan for how your financial and personal affairs are managed if you lose the capacity to make decisions yourself, and how your assets are distributed after you pass away.
A well-structured plan ensures your assets are protected, potential tax is minimised, and the risk of family disputes is reduced. At PBL Law Group, our experienced lawyers help you create a comprehensive plan that provides security for you and clarity for your family, securing your legacy with diligence and care.
The Essential Documents of Your Estate Plan
A complete estate plan is typically built upon three essential legal documents: a Will, an Enduring Power of Attorney, and an Appointment of Enduring Guardian. While your Will directs your assets after death, the Power of Attorney and Guardianship appoint trusted people to manage your financial and healthcare decisions respectively, if you can no longer do so.
Together, these documents create a complete framework that ensures your wishes are respected in any circumstance. This proactive planning prevents your family from facing the stress and expense of applying to a court or tribunal to make decisions on your behalf. PBL Law Group specialises in drafting these interconnected documents to provide a seamless and robust plan for your future.
Speak to us Now or Request a Consultation.
How Can Our Expert NSW Wills & Estate Lawyers Help?
Wills Drafting & Review
Crafting & updating clear, legally sound Australian wills to ensure your specific wishes for your domestic assets are documented & protected & more…
Wills Drafting & Review
Domestic Estate Planning
Developing tailored Australian estate plans to safeguard domestic assets, minimise tax, & provide for your loved ones effectively & more…
Domestic Estate Planning
International Estate Planning
Expert advice on cross-border estate planning, international wills & trusts, managing overseas assets & navigating tax-efficient wealth transfer strategies & more…
International Estate Planning
Challenging a Will
(Validity Issues)
(Validity Issues)
Expertly challenging the validity of a will based on grounds like undue influence, lack of testamentary capacity, suspicious circumstances, or fraud & more…
Challenging a Will
(Validity Issues)
Contesting a Will
(Family Provision Claims)
(Family Provision Claims)
Assisting eligible persons to contest a will for adequate provision under the Succession Act 2006 (NSW), navigating negotiations & court claims for a fair share & more…
Contesting a Will
(Family Provision Claims)
Defending a Will
Representing executors & beneficiaries in defending the validity of a will against challenges or defending against family provision claims & more…
Defending a Will
Grant of Probate
Guiding Executors through the Supreme Court process to obtain a Grant of Probate, which officially validates the Will and authorises them to act.
Grant of Probate
Appointment of Enduring Power of Attorney
Preparing essential enduring powers of attorney to appoint trusted individuals for your critical financial & legal decisions if you lose capacity & more…
Appointment of Enduring Power of Attorney
Appointment of Enduring Guardian
Drafting appointments of enduring guardians to make crucial personal, lifestyle & healthcare decisions on your behalf if you’re unable & more…
Appointment of Enduring Guardian
Testamentary Trusts
Establishing effective testamentary trusts within your will for asset protection, tax benefits, and flexible provision for beneficiaries & more…
Testamentary Trusts
Intestacy Law & Advice
Guiding families through the complexities of intestacy when a loved one dies without a valid will, ensuring legal distribution of assets & more…
Intestacy Law & Advice
Letters of Administration
Resolving disputes between executors, administrators, or beneficiaries regarding the management & administration of a deceased estate & more…
Letters of Administration
Administration of Estate
Assisting Executors with the administration of deceased estates, ensuring the lawful and efficient collection, management, distribution of assets & more…
Administration of Estate
Advance Care Directive
Drafting clear and legally sound directives to outline your future medical treatment and end-of-life care wishes & more…
Advance Care Directive
Special Disability Trusts
Establishing specialised trusts to provide for the long-term care and financial security of a loved one with a severe disability & more…
Special Disability Trusts
NSW Estate Planning FAQs
What is Estate Planning?
Estate planning is the holistic process of structuring how your assets will be managed and protected both during your lifetime (if you become unable to make decisions) and after your death.
What’s the difference between a Will and an Estate Plan?
A Will is a single document that outlines how your assets are distributed after you die. An Estate Plan is a comprehensive strategy that includes your Will, but also crucial documents like Powers of Attorney and Enduring Guardianships for managing your affairs while you’re still alive.
What does a typical Estate Plan include?
A standard Estate Plan includes a Will, an Enduring Power of Attorney (for financial decisions), and an Appointment of Enduring Guardian (for health and lifestyle decisions). It can also include more complex structures like Testamentary Trusts.
Why is an Enduring Power of Attorney important?
An Enduring Power of Attorney allows a person you trust to manage your financial and legal affairs on your behalf if you lose the mental capacity to do so yourself. It provides crucial protection while you are alive.
What is an Appointment of Enduring Guardian?
This legal document authorises a person you appoint to make lifestyle and healthcare decisions for you, such as where you live and what medical treatment you receive, if you become unable to make those decisions.
What is a Testamentary Trust?
A Testamentary Trust is a trust created within your Will that comes into effect after your death. It can provide significant asset protection for your beneficiaries against claims from creditors or relationship breakdowns, and may offer tax benefits.
When should I create or review my Estate Plan?
You should review your Estate Plan after any major life event, such as a marriage, divorce, the birth of a child, a significant change in financial circumstances, or if a nominated Executor or Guardian can no longer act.
Are jointly owned assets covered by my Will?
Not always. Assets owned as ‘joint tenants’ (like a family home) automatically pass to the surviving owner and are not controlled by your Will. A lawyer can advise on how to structure ownership to match your intentions.
Why do I need a lawyer for Estate Planning?
An experienced lawyer ensures all documents are legally valid, identifies potential risks you may not have considered, and provides strategic advice on asset protection and tax implications. This holistic approach prevents costly disputes for your family later on.
Expert Legal Help For All Your Needs
Strata Law
Property and strata disputes, building defects claims, setting up new Owners Corporations and more…
Construction & Building Law
Construction and building disputes, building defects, delays and claims, debt recovery and more…
International Estate Planning
Cross-border estate planning, international wills and trusts, tax-efficient wealth transfer strategies and more…
Commercial & Business Law
Starting and scaling your business, banking and business financing, bankruptcy and insolvency and more…
Planning & Environment Law
Environment and planning regulation, land and environment court disputes, sub-divisions and more…
Wills & Estates
Creating, updating and contesting wills, estate planning and administration, probate applications and more…
Speak to us Now or Request a Consultation.
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