Estate planning is the process of arranging how your assets will be managed and distributed, and who will make decisions for you if you cannot. A complete plan usually brings together a will, an enduring power of attorney and an enduring guardianship appointment, and sometimes a testamentary trust. In NSW, wills and estates are governed by the Succession Act 2006. We advise families from our offices in Newcastle, and act for clients across NSW.
It is a subject most people prefer to put off. It is also one of the most practical things you can do for the people you love, and it is never too early, or too late, to start.
Why families choose Mullane Lindsay
Our wills and estates work is led by Cavelle Lindsay, supported by an experienced team including Lesley McDonnell, a Law Society of NSW accredited specialist in wills and estates. We have guided families through estate planning and deceased estates since 1976, and we explain each step in plain language.
What does an estate plan include?
For most people in NSW a good plan brings together a few documents that work as a set:
- a valid will,
- an enduring power of attorney so someone you trust can manage your financial and legal affairs if you lose capacity,
- an enduring guardianship appointment for health and lifestyle decisions,
- a binding death benefit nomination for your superannuation, and
- a testamentary trust where there is a reason to protect or manage an inheritance.
We work out which of these you need, rather than sell you a set you do not.
