Wills & Estate Planning

Solutions to suit every requirement
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Protect your legacy with Fremantle’s leading Wills & Estate planning lawyers

Most of us don’t want to think about or plan for death, even though we know it’s one of life’s only real certainties. It doesn’t matter that it’s an experience we will all share – the reality remains that the death of a loved one will inevitably be one of your family’s most momentous and difficult times.

Unfortunately though, if you haven’t made sure that your affairs are precisely in order, the difficulties for your loved ones can be immeasurable.

Whether you are drafting a will for the first time or need to update an existing will, Frichot Lawyers can help .

Our introductory consultation delivers a wealth of knowledge and information to you in relation to:

  • Estate planning
  • The likelihood of a challenge to your Will under the Family Provision Act
  • Mutual Wills or agreements not to revoke your Will
  • Leaving property with conditions attached, such as rights to purchase or life estate interests
  • Testamentary trusts
  • Insurance and asset protection
  • Business structures and liability
  • Long lists of gifts and gifts to charity
  • Interests in a family company, trust, business or partnership
  • Self-managed superannuation funds
  • Assets outside of Australia

Need to get your affairs in order? Call us for a consultation today.

Why should I have an estate plan?

There are extremely valuable and wide-ranging benefits to having an estate plan. By having an estate plan, you can ensure that your beneficiaries are not burdened with complications and disagreements, because you are able to:

  • Specify the measure of control or ownership that each beneficiary has over your assets
  • Reduce the tax obligations your beneficiaries will have on income and capital gains earned on assets
  • Safeguard your assets if a beneficiary later faces legal issues that can implicate the assets

Need an estate plan?
Call us to arrange an appointment with a specialist today

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Wills and estate planning –
make sure your wishes stand

Having a properly drafted Will is an important step in ensuring not only that your estate is transferred in accordance with your wishes, but also that it is done in the most cost-efficient way, reducing the likelihood of claims against your estate, minimising your estate’s tax obligations, and reducing the prospect of disputes between beneficiaries.

Although making sure you have a valid Will is very important, where your affairs are more complex, either in relation to assets, business interests or family arrangements, you will also need to think about estate planning.

Estate planning enables you to take care of a wide range of other issues that relate to how your assets are transferred after you pass away. Family trusts, powers of guardianship, powers of attorney and your beneficiaries tax implications can all be dealt with in a quality estate plan. If, like many people, you have a blended family, an estate plan can also help you to manage this far more complex family structure.

Ready to get started?

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How we helped Sam and Siobhan to prepare for the future

Sam and Siobhan, small business owners and both in their mid-sixties, came to us recently to make some changes to their wills, as their circumstances had changed since they last did their wills over twenty years ago.  With recent growth in their business and a couple of properties, along with other assets, they wanted to ensure their wills were drafted for the best possible outcome for their wishes.

We were able to advise them in a way that would provide asset protection and maximise the benefit of such an inheritance by providing flexibility, catering for each individual beneficiary’s circumstances (foreseen and unforeseen).

We were also able to support them in creating discretionary trusts for tax-effective income streaming and asset protection.

Part of our consultation was to discuss whether an EPA (Enduring Power of Attorney) and EPG (Enduring Power of Guardianship) were required.  We were able to assist them with an EPA to plan for the future and ensure a trusted person was able to make financial decisions in their best interests, if they were to lose the capacity, mentally or physically to manage their own finances.  They also decided on an EPG to ensure they had a trusted person to manage their lifestyle and treatment decisions if something occurred where they couldn’t make those decisions for themselves.

We were pleased to be able to give Sam and Siobhan some peace of mind, going forward, knowing they no longer had to worry about their wills and estate planning.

Meet our wills & estates team

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Natale Ricciardi

Director
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May Kang

Senior Associate
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Danielle Barker

Lawyer
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Kirsty Goldsmith

Legal Secretary
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