Wills

Estate planning is often referred to as Elder Law, a label that unfortunately implies that only the elderly need to plan for the future distribution of their assets when they die.

We recommend that everyone who owns assets or has a spouse, partner or children should have a valid, enforceable and properly executed will, carefully drafted to take into account the will-maker’s financial and family circumstances.

Wendy McLay Conveyancing & Legal take comprehensive instructions from you in order to properly advise you on how to achieve your estate planning objectives taking into account any relevant issues such as:

• vulnerable beneficiaries (such as a disabled minor or adult child, a financially disadvantaged or bankrupt beneficiary, or a beneficiary involved in family law disputes);
• blended or step families;
• second or subsequent marriages or domestic relationships; and/or
• potential claims for provision or further provision from the estate.

Powers of Attorney

Your Will takes care of your wishes and instructions in relation to your estate after you die but it is also important to put in place enforceable documents to manage your medical, financial and/or personal affairs in the event of ill health, incapacity or absences such as overseas travel.

The most practical time to implement these documents is when you make your Will and Wendy McLay Conveyancing & Legal can guide you through the options available including Powers of Attorney, Advanced Care Directives and Refusal of Treatment Certificates.