Complex Wills

A professionally drafted will is a relatively straightforward and inexpensive way of giving you peace of mind in knowing who will be administering your estate and that your estate will go to your intended beneficiaries at the right time.

Complex Wills

Sometimes more complex Wills are required depending on the assets and the circumstances of the beneficiaries of the estate.

Complex Wills usually incorporate testamentary trusts such discretionary trusts, special disability trusts, protective trusts, charitable trusts and life interest trusts.

Testamentary trusts offer a variety of benefits including:

    • Tax effective income splitting opportunities
    • Asset protection
    • Use and enjoyment of assets across generations
    • Protection of vulnerable and disabled beneficiaries

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Sometimes more complex Wills are required depending on the assets and the circumstances of the beneficiaries of the estate.

Complex Wills usually incorporate testamentary trusts such discretionary trusts, special disability trusts, protective trusts, charitable trusts and life interest trusts.

Testamentary trusts offer a variety of benefits including:

    • Tax effective income splitting opportunities
    • Asset protection
    • Use and enjoyment of assets across generations
    • Protection of vulnerable and disabled beneficiaries

Read More

How Can We Help?

Our expert team can meet with you and prepare a tailored will to suit your circumstances. We make the process simple and can attend at a location of your choice including your workplace or home.