Estate Planning

Our role isn’t just to set-up a will. It involves helping you secure your assets to benefit those that you care most about in the event of unfortunate circumstances such as death, incapacity, bankruptcy or otherwise.

How we can help:

  • Drafting or reviewing trust deeds to ensure that they are effective and give effect to your intentions
  • Consider your assets & liabilities as a whole and review your ownership structures to advise on asset protection measures
  • Advise on estate planning options that would give effect to your intentions, in the most cost and tax effective manner
  • Preparing appropriate documents to give effect to the adopted strategies, whether it be asset- restructures, wills, trusts, superannuation deeds or death benefit nominations.
  • Drafting documents that would seek to ensure that you and your dependents are looked after in the event of incapacity – such as powers of attorney and/or guardianship documents.

Estate Administration

We understand that your time and money are important and that is why we keep you informed at all times. After the death of a loved one, we will assist in finalising their financial affairs.

Our services include:

  • Applying for Probate.
  • Applying for Letters of Administration.
  • Assisting in administration of the estate, which could include sale of property, transfer of interests, or accessing superannuation entitlements.
  • Assisting in the resolution of disputes.

Estate Disputes

Challenging a will can seem like a daunting task and is often a sensitive and difficult position to be in. The laws surrounding Will disputes can be complicated and vary significantly across different states. It is important to have trusted legal advice that can help you through the process and pursue your objectives rigorously.

How we can help:

  • Family maintenance: If you believe you didn’t get your fair share from an estate, you can make your claim to receive the right amount.
  • Lack of capacity: If you were named as a beneficiary in a past Will and then later removed when the deceased lacked capacity, you may be able to challenge the validity of the final Will.
  • Breach of trust: If you were named as a beneficiary and believe the executor of the Will isn’t doing their job properly, you can make a claim for their removal so you can get your rights.

Why Birchgrove Legal

Birchgrove Legal provides reliable and effective estate dispute representation with a pragmatic approach. We work on a diverse range of disputes, including Breach of trust, Family maintenance and Lack of capacity claims and pride ourselves on a rigorous yet sensitive approach to this difficult area of the law. In our years of operation, we have developed strong contacts with high quality barristers and professionals and work closely with them to represent our clients effectively. 

Strong representation

Uncompromising honesty

Consistent reliability

Inquire with us today to see how we can represent your interests