Wills, Estate Planning & Trusts
There are simple Wills and there are complex Wills.
At Kells we do not make you fit into a "one size fits all" Will.
We take the time to understand you, your personal and family structures and your business and asset structures.
Making you the centre of the process, rather than selling a standard product that may or may not deliver the desired outcomes, ensures that you can be confident that your wishes are honoured in a way that is practical and effective for your beneficiaries.
The Estate Planning Package - Wills
Today, more than ever, your Will must take account of a range of complex assets, structures and methods of ownership.
Similarly, blended families and disabled or vulnerable beneficiaries often require particular care.
The joint ownership of property and assets held within the superannuation environment or in family trusts, mean that the "simple Will" often fails to deal with a substantial part of your wealth.
The Estate Planning Package - Appointment of Enduring Attorneys and Guardians
In addition to a Will, the complexity of financial and personal structures, increasing longevity and a complexity of medical circumstances, mean that it is appropriate (even essential) to have an enduring power of attorney and appointment of enduring guardian.
While the preparation of an enduring power of attorney and appointment of enduring guardian may appear as simple form filling, the potential to tailor the appointments, powers and operation of these documents must be carefully considered, particularly having regard to the very significant power that it gives to the persons appointed.
Kells has highly trained and experienced lawyers available to discuss all of your estate planning needs and we can meet with you conveniently at any of our branches and, where needed, can visit you at your home or hospital in urgent circumstances.
Our team includes an experienced tax lawyer to help you realise tax planning opportunities as part of the estate planning process.
Kells ensures that all of its clients are fully informed and that their personal tailored estate plan is fully understood and delivers both certainty and exceptional value to you and to the eventual beneficiaries of your estate.
We invite you to explore the range of information sheets available below.
Find out more about the services our team offers by reading our Info Sheets
Creating Wealth - Planning a Better Retirement
Donating to Charity
Powers of Attorney
Responsibilities of an Enduring Guardian
Special Disability Trusts
Testamentary Trust Wills
Responsibilities of an Executor
Superannuation and Binding Death Benefit Nominations
Wills & Estate Planning Services
- Wills – make sure your Will is valid.
- Powers of Attorney - protect your assets in the event of an unforeseen accident or severe incapacity.
- Enduring Powers of Guardianship - appoint someone to make healthcare decisions, give consent for your medical treatment and/or make lifestyle decisions if you are severely incapacitated.
- Testamentary Trust Wills - when complex arrangements need to be made, there are Wills.... and then there are Testamentary Trust Wills!
- Estate Planning - an effective Will is just one of the steps in wise estate planning.
- Contesting Wills - resolving disputes with creditors and beneficiaries.