Tel: 0403 676 351

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Woolcock Lawyers works exclusively in:

Estate Planning

We have worked with clients from all walks of life. From new starters, vulnerable people, everyday people, business owners, and investors, to ultra-high net wealth people with complex structures. We accommodate everyone.

Wills and testamentary documents

Fixed Fee per document

  • Standard simple Wills
  • Testamentary Trusts Wills
  • Complex Wills
  • Death-bed Wills
  • Codicils
  • Memorandum of Directions / Letter of Wishes
  • Revocation of previous Wills
  • Mirror Wills
  • Mutual Wills + Contract between spouses
  • Superannuation Binding Death Benefit Nominations


Alternative Decision Makers

Fixed Fee per document

  • Enduring powers of attorney for personal (lifestyle) matters
  • Enduring powers of attorney for financial matters
  • Non-enduring powers of attorney
  • Appointment of Medical Treatment Decision Makers
  • Corporate powers of attorney
  • Succession of discretionary trusts and private companies

Advice - including assessment of testamentary capacity

Time spent per 15 mins

Appropriateness of:

  • executor appointments
  • trustee appointments
  • principal of testamentary trust appointments
  • discretionary trust's successor Appointor appointments

Imposing conditions or restrictions on your estate

Beneficiary risks:

  • family breakups
  • bankruptcy 
  • family provisions

Beneficiary vulnerabilities:

  • minors & young people
  • disabled persons
  • mental health
  • estrangements

Bequests,  Legacies and other testamentary gifts

Life Interests and Rights to Occupy

Superannuation death benefit beneficiaries



Deceased Estates

We will do as much or as little as you would like our help with.

Application for a grant of representation

Time Spent per 15 mins

Reviewing:

  • Death Certificate and cause of death
  • Will (if there is one)
  • Financial records and valuations

Informing third parties of a person's death

Advising on executor / administrator suitability to act, their options, and duties and obligations

Searching for missing persons / genealogy

Preparing applications for:

  • Probate
  • Letters of Administration
  • Letters of Administration with the Will annexed

Answering the Court's requests for further information

Superannuation

Time Spent per 15 mins

Locating binding death benefit nominations

Preparing statutory declarations required by superannuation trustees

Liaising with interested third parties

Estate Administration

Time Spent per 15 mins

Calling in assets

Preserving assets

Payment of debts

Opening bank accounts

Distributions

Establishment of any testamentary trusts

Advising executors / trustees of duties and obligations

Advising beneficiaries

At this stage Woolcock Lawyers does not do estate litigation, however we will instruct suitable barristers and solicitors on behalf of the estate as needed.

Copyright © 2023 Woolcock Lawyers Pty. Ltd.  ABN: 91 673 426 965

Liability limited by a scheme approved under Professional Standards Legislation. 

All Rights Reserved.  

  • Home
  • Who are we?
  • What we do
  • Deceased Estate - Guides
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  • Strategic Partners
  • Privacy
  • Terms and Conditions

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