Estate Planning

Effective estate planning should aim to ensure that assets pass to your chosen beneficiaries in exactly the way that you intend while legitimately minimising tax for beneficiaries and without leaving a legacy of family disputes.

Argyle Lawyers was one of the first Australian legal practices to recognise the need for sophisticated estate planning - incorporating a range of disciplines and skills including tax planning, the skillful use of trusts and asset protection strategies.

Our estate planning services include advice on:

  • Comprehensive and tailored estate planning.
  • Estate planning for high net wealth individuals and families.  
  • Highly-effective Wills to reflect and implement the testator's intentions.
  • The establishment of testamentary trusts in a Will to distribute assets in a flexible and tax-effective way to beneficiaries including young children and teenagers. (Testamentary trusts - which have asset-protection attributes - are considered a cornerstone of estate planning.)
  • Legitimately minimising tax for beneficiaries. 
  • Business and personal succession planning.
  • Estate planning considerations for self-managed superannuation funds.
  • Powers of Attorney including enduring powers of attorney.
  • Avoiding the common and not-so-common estate planning traps.
  • Estate administration.
  • Dealing with family provision claims.
  • Reducing the possibility of future family disputes over deceased estates.
  • Revoking a Will.
  • Dealing with the consequences of intestacy.