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Welcome to Woolcock Lawyers

 

ESTATE PLANNING

Estate planning is about more than writing a Will. It’s the process of making legally binding arrangements for what happens to your assets, responsibilities, and care decisions both during your lifetime (if you lose capacity) and after your death. A complete estate plan can include Wills, enduring powers of attorney, medical treatment decision maker appointments, superannuation nominations, and, if relevant to you, trust succession.


You don’t always need a lawyer to prepare estate documents. However, DIY or generic templates often miss key legal issues, use unclear terminology, omit dealing with state and federal taxes, don’t cover complex family situations, and may not be valid when tested. Working with a lawyer gives you the assurance that your plan is tailored, compliant, and enforceable. It also helps reduce the risk of disputes and delays for your loved ones.


At Woolcock Lawyers, we work exclusively in estate planning and deceased estates. We take the time to understand your family circumstances, your financial position, and your wishes. We’ll give you clear advice about your options and the risks involved, so you can make informed decisions with confidence. Wherever possible, we offer fixed fees and follow a negotiable value-based pricing model, so you know exactly what to expect and can see the value in the advice you receive.


DECEASED ESTATES

When someone dies, the process of finalising their estate can be overwhelming. It often involves applying for probate or letters of administration, collecting and transferring assets, paying debts and taxes, and distributing inheritances. Even in straightforward cases, there are legal steps and timeframes that must be followed.


We adapt our services to meet the executor’s level of autonomy or budget. This might mean providing a full-service option where every form and step is handled on your behalf, or offering guidance at key touchpoints, or simply giving a legal overview to support your own work. 


At this stage, we do not handle disputes or estate challenges ourselves; however, we have a network of capable and trusted lawyers to whom we can refer you if the need arises.


Your Life | Your Legacy | Our Expertise

Contact Us

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 (limited to Woolcock Lawyer clients)
  • 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.  

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