Trusts, Estates and Wills

Wills and Powers of Attorney

A Will is one of the most important documents you will ever sign. However, the personal and emotional demands associated with organising a Will prevents many people from actually doing it. Our extensive experience in this area will help to make the process of writing your Will more manageable, less stressful.

Arranging for powers of attorney ensures that your legal matters will be attended to if you are rendered unable to make decisions. This simple precaution enables a person of your choice to step in and protect your assets - and make choices relating to your personal care - without the costly delay of obtaining a court order.

Trusts

The use of private trusts is growing, and with good reason. Tailor-made trusts provide tangible benefits and security for your family or beneficiaries. Although individual trusts can be complex, the basic structure is very simple: you decide which assets you wish to transfer to the trust, then gift the value of those assets to the trust.

We also offer an independent professional attorneyship and trusteeship for clients. Recognising the need for an independent trustee to ensure the correct administration of trusts from one generation to the next, we have operate a trust administration programme with Gellert Ivanson Trustee Limited fulfilling the trustee role.

We advise on:

  • Estate planning
  • Asset protection
  • Preparation of wills and enduring powers of attorney
  • Family trust formation and administration
  • Retirement planning
  • Charitable trust and incorporated society formation