Did you know that not all of your estate passes on after death under your Will? Failure to give attention to the planning of your assets can lead to an inadvertent benefit to a beneficiary, unnecessary tax liability or loss of pension. Is your home jointly owned with your spouse/partner? Can you transfer assets to joint ownership or non-estate ownership to achieve asset protection and reduce future legal costs? Stamp duty is no longer payable on the transfer to your spouse/partner of a one-half interest in your home. Should you transfer a joint interest now? Kells can help you with these important decisions.

For most Australians, superannuation is a significant asset. Are you aware of your death benefit recipients? What discretion does your Superannuation Trustee have to distribute benefits? Should you make a legal binding nomination? For the right professional advice, contact our experienced estate planning lawyers for an estate planning check-up today!

Expertise

Estate Planning Check-up and Safe Custody of Documents

SPEAK WITH AN ESTATE PLANNING LAWYER

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Estate Planning Specialists

We make estate planning easy. We have many years of combined experience in this area and are dedicated to guiding you through every step of the process with expert legal counsel.

Comprehensive Range of Services

Whether you’re interested in an estate planning check-up or are looking to retain your documents in safe custody, Kells is your cornerstone. Let our expert estate planning lawyers assist you.

Readily Accessible

With strategically located offices across the Illawarra region, we offer the benefit of convenience and accessibility to our clients in NSW.

Tailored Legal Solutions

We do not make you fit into a “one size fits all” for your estate planning requirements. Instead, we tailor our solutions to meet your unique needs and goals.

Here To Help

Life evolves, and so should your estate plan. At Kells, we stand ready to assist you in adapting to these changes and ensure that your estate plan is still fit for purpose, no matter what the situation. Whether you're located in Wollongong or anywhere in the Illawarra, we're here to help.

Call (02) 4221 9311

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Wills, Estate Planning & Trusts

Area of Expertise

How Can Our Estate Planning Lawyers Help?

An effective Will is just one of the steps in smarter estate planning. Estate planning must be a continuous process, as your estate plan needs to change as your life changes.

At Kells, an estate planning check-up considers:

Your total life focus
How your assets currently pass on after death
Superannuation benefits
Insurance cover
Creating personal wealth
Better planning for retirement.

Working with an experienced lawyer can identify opportunities in your estate plan for changes in the economy, your personal circumstances / assets and explore tax saving opportunities. The overall objective is to ensure as much of your hard-earned wealth is being passed to those you love.

Below are some of the matters we can help you with:

Current assets

Did you know that not all of your estate passes on after death under your Will? Failure to give attention to the planning of your assets can lead to an inadvertent benefit to a beneficiary, unnecessary tax liability or loss of pension.

Is your home jointly owned with your spouse/partner? Can you transfer assets to joint ownership or non-estate ownership to achieve asset protection and reduce future legal costs? Stamp duty is no longer payable on the transfer to your spouse/partner of a one-half interest in your home. Should you transfer a joint interest now? Kells can help you with these important decisions.
Superannuation

For most Australians, superannuation is a significant asset. Are you aware of your death benefit recipients? What discretion does your Superannuation Trustee have to distribute benefits? Should you make a legal binding nomination?

For the right professional advice, contact our experienced estate planning lawyers for an estate planning check-up today!
Safe custody of documents

Our service to clients includes storing your original documents in our strongroom for safekeeping.

Retaining your documents in safe custody is a service that Kells provides free of charge. If at any time you wish to uplift a document of yours from our strongroom you are quite free to do so. However, if you wish someone else to uplift a document on your behalf you must provide them with your written authority and a certified copy of your identification.

We strongly recommend that you store copies of your documents in a safe place at home or in a safe deposit box if you have one. You should also ensure that your executors, attorneys and guardians are aware that we hold the originals in our safe custody.