Expertise

Estate Planning Check-up and Safe Custody of Documents

SPEAK WITH AN ESTATE PLANNING LAWYER IN SYDNEY

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Estate Planning Specialists

We take the stress out of estate planning, making the process seamless and straightforward. Backed by years of expertise, our team offers expert legal advice at every stage of the process.

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Comprehensive 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.

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Conveniently Located

With offices in Sydney and the Illawarra, we are conveniently located to provide easy access to our services for clients across NSW.

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Personalised Legal Solutions

We believe every client deserves a bespoke approach. That’s why we craft solutions based on your unique needs, helping you achieve your long-term goals.

Here To Help

Life changes over time, and your estate plan should reflect those changes. Major life events such as marriage, divorce, the birth of children, or even financial changes can affect how you want your assets managed or distributed. Failing to update your estate plan could potentially lead to unintended consequences for your loved ones or leave your wishes unclear.


At Kells, we are here to help you update your estate plan to ensure it continues to meet your needs and goals. Our experienced estate planning lawyers in Sydney are here to provide the legal services you need to keep your estate plan fit for purpose.

Wills, Estate Planning & Trusts

Area of Expertise

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Blended Families and Mutual Will Agreements

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Scenic view of Sea Cliff Bridge with Kells the Lawyers logo overlay

Business Succession Planning

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Kells the Lawyers logo foregrounding the stunning Sea Cliff Bridge

Complex Advice

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Sea Cliff Bridge's beauty behind the logo of Kells the Lawyers

Deceased Estate Probate

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Kells the Lawyers' logo highlighted by the majestic Sea Cliff Bridge

Disputing Wills and Family Provision Claims

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Enduring Guardian / Advanced Health Care Directives

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Kells the Lawyers logoing with Sea Cliff Bridge's natural beauty behind

Enduring Power of Attorney

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Stunning backdrop of Sea Cliff Bridge beneath Kells the Lawyers logo

Estate Planning Check-up and Safe Custody of Documents

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The logo of Kells the Lawyers with the famous Sea Cliff Bridge behind

Residential Aged Care

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Kells the Lawyers' logo artfully combined with Sea Cliff Bridge view

Self Managed Superannuation Funds

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Beautiful Sea Cliff Bridge vista featuring the Kells the Lawyers logo

Testamentary Trust Wills

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The logo of Kells the Lawyers framed by Sea Cliff Bridge's allure

Wills

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How Can Our Estate Planning Lawyers in Sydney Help?

Creating an effective Will is an important part of estate planning. However, estate planning is not a one-time task. Your plan should evolve as your life circumstances change.


Regular reviews are necessary to ensure that your plan aligns with changes in your life, such as new family members, shifts in financial circumstances, or updates to legal requirements. Keeping your estate plan up to date is key to protecting your assets and ensuring your wishes are carried out.


At Kells, we offer estate planning check-ups that take into account:

  • 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 help identify opportunities to improve your estate plan. Changes in the economy, your personal circumstances, or your assets may create the need for updates. A lawyer can also explore strategies to maximise tax savings. The goal is to ensure that as much of your hard-earned wealth as possible is passed on to those you care about.


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

  • Current assets

    Did you know that not all of your assets are distributed through your Will after your death? Without proper planning, this can lead to unintended benefits for certain beneficiaries, unnecessary tax liabilities, or even the loss of a pension entitlement.


    Is your home jointly owned with your spouse or partner? Transferring assets to joint ownership or non-estate ownership can provide better asset protection and help reduce future legal costs. In New South Wales, stamp duty is no longer payable when transferring a half interest in your home to your spouse or partner. This may make it worthwhile to consider transferring a joint interest now.


    Kells can assist you with these decisions and provide legal advice based on your specific situation.


  • Superannuation

    Superannuation is one of the most significant assets for many Australians. Do you know who your death benefit recipients are? What level of discretion does your Superannuation Trustee have in distributing these benefits? Would it be beneficial to make a legally binding nomination to ensure your wishes are followed?


    Contact our experienced estate planning lawyers for professional advice and schedule an estate planning check-up today.


  • Safe custody of documents

    We offer clients a free service to store their original documents in our secure strongroom for safekeeping.


    If you wish to retrieve a document from our strongroom, you are welcome to do so at any time. If someone else needs to collect a document on your behalf, you must provide them with written authority and a certified copy of your identification.


    We recommend keeping copies of your documents in a safe place at home or in a safe deposit box if you have one. It is also important to inform your executors, attorneys, and guardians that we are holding the originals in our secure custody.


Get Expert Wills & Estate Planning Advice in Sydney

Do you have any questions about estate planning check-ups? Call us today and let our expert estate planning lawyers assist you.

Wills, Estate Planning & Trusts

Area of Expertise

Blended Families and Mutual Will Agreements

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Business Succession Planning

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Complex Advice

Button

Deceased Estate Probate

Button

Disputing Wills and Family Provision Claims

Button

Enduring Guardian / Advanced Health Care Directives

Button

Enduring Power of Attorney

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Estate Planning Check-up and Safe Custody of Documents

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Residential Aged Care

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Self Managed Superannuation Funds

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Testamentary Trust Wills

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Wills

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