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.
Appropriateness of:
Imposing conditions or restrictions on your estate
Beneficiary risks:
Beneficiary vulnerabilities:
Bequests, Legacies and other testamentary gifts
Life Interests and Rights to Occupy
Superannuation death benefit beneficiaries
We will do as much or as little as you would like our help with.
Reviewing:
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:
Answering the Court's requests for further information
Locating binding death benefit nominations
Preparing statutory declarations required by superannuation trustees
Liaising with interested third parties
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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