Protecting your legacy. Planning for tomorrow.
The best time to plan for the future of your family and your assets is before a crisis arises.
Book a ConsultationWe provide comprehensive succession and estate planning services to individuals, families, business owners, professionals and investors, helping them plan how their wealth should be managed, protected and transferred during their lifetime and after death.
Our approach goes beyond preparing documents. We help clients understand their options, identify potential risks and develop practical succession arrangements that reflect their wishes while reducing the likelihood of family disputes.
You do not have to be wealthy to benefit from estate planning. It is particularly important if you own property or a business, hold shares or investments, have children or dependants, or have a blended family.
Our services
Wills & Testamentary Planning
Clearly expressed and properly documented testamentary intentions.
- Preparation and review of wills
- Appointment of executors
- Identification of beneficiaries
- Specific gifts and bequests
- Testamentary trusts
- Revocation of previous wills
- Execution and witnessing requirements
Estate Planning
Estate planning involves more than writing a will.
- Identification of assets and liabilities
- Ownership structures
- Property holdings and business interests
- Investments
- Beneficiary considerations
- Intergenerational wealth transfer
- Potential areas of family conflict
Probate & Letters of Administration
Guiding executors, administrators and beneficiaries through the succession process.
- Applications for grants of probate
- Applications for letters of administration
- Confirmation of grants
- Preparation of succession documents
- Disclosure of estate assets
- Transmission and distribution
- Court representation
Estate Administration
An orderly, efficient administration that protects the estate and its beneficiaries.
- Identifying estate assets
- Establishing liabilities
- Securing estate property
- Dealing with financial institutions
- Asset distribution
- Beneficiary communications
- Compliance with court orders
Succession & Inheritance Disputes
Practical solutions through negotiation and mediation, and representation where litigation is necessary.
- Validity or interpretation of a will
- Entitlement to an estate
- Distribution of assets
- Challenges to executors or administrators
- Alleged concealment or exclusion
- Dependency claims
- Claims against an estate
Family Wealth & Intergenerational Planning
Clarity around ownership, management and eventual transfer of family wealth.
- Family property and agricultural land
- Investment portfolios
- Shares in companies
- Rental and commercial properties
- Trust arrangements
- Intergenerational transfers
Business Succession Planning
Not only who will inherit the business, but who will manage it and how it will keep operating.
- Succession of ownership
- Transfer of shares
- Buy-sell arrangements
- Management succession
- Family business succession
- Business continuity
Trusts & Wealth Structuring
Trusts and other structures as part of a broader estate plan, where appropriate.
- Establishment and structuring of trusts
- Trust documentation
- Trustees' responsibilities
- Beneficiary arrangements
- Property held through trusts
Property Succession & Transmission
Our property and succession practices work together on estate-related property matters.
- Transmission of land and property
- Transfer of inherited property
- Property held jointly
- Subdivision of inherited property
- Registration of beneficiaries' interests
- Sale of estate property where appropriate
Estate Planning for Entrepreneurs & Professionals
Plans that account for both personal wealth and commercial interests.
- Business interests and company shares
- Investment portfolios
- Real estate
- Partnership interests
- Personal and business liabilities
- Business continuity
How we work on succession & estates matters.
Listen first
Every family and estate is different. We begin with your circumstances and objectives.
Identify the risks
Areas of uncertainty or conflict that could affect your estate.
Develop a practical plan
Structures and documents suited to your circumstances.
Keep your plan current
Review after major life events or changes in assets.