Areas of Practice

Wills

 

Making a will can protect your family and loved ones’ interests and minimise their financial worries at a time of bereavement and emotional distress.

We are experienced in preparing wills for both large and small estates, from the simple to the complex. We can ensure that your estate planning provisions leave nothing to chance and protect your family from needless financial or legal complications.

We can also offer advice on the legal and practical implications of your wishes and keep things current with your existing will, in line with changes in your needs and the law.

Do you have more complex circumstances, wish to create tax advantages for your beneficiaries, or save assets for the family from at risk beneficiaries. If this is the case then a testamentary trust or trusts may be appropriate. We can tailor a testamentary discretionary trust for your specific family circumstances.

Powers of Attorney &
Enduring Guardianship

 

Do you want to ensure that your financial and legal affairs are taken care of if you become mentally incapable or are severely injured?

Perhaps you would like to nominate someone to act on your behalf for a specific purpose such as for the sale of a property.

PDB lawyers can take away the worry by helping you execute a power of attorney or an enduring power of attorney.

Our services include:

  • Preparation of General, Specific, and Enduring Powers of Attorney

  • Preparation of appointments of Enduring Guardians

  • Setting up an instrument appointing a guardian where someone appointed by you makes decisions about medical treatment and lifestyle issues if you are unable to do so

Obtaining Probate & Letters of Administration

 

The complexities of estate administration can be confusing, and we offer practical and timely advice. We can also provide assistance to the Executor with such tasks as collection of assets, probate and property transmission, and the distribution of the estate.

We will ensure that the administration of an estate is completed efficiently and properly.

Our services include:

  • Administration of an estate with the will

  • Administration of an estate without a will

  • Providing estate and trustee legal advice

Estate Litigation

 

Our firm is experienced in all facets of estate litigation across various Jurisdictions including:

  • Challenging wills for lack of testamentary capacity

  • Seeking further provision from an estate for disappointed beneficiaries (challenging a will)

  • Defending claims for further provision on behalf of the estate.

Call us today at (03) 6128 3391 to discuss how we can help.