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Estate Planning:

Wills For Blended Families

Today’s family is not so traditional. Families with stepchildren and second or third marriages require careful estate planning to avoid stressful and expensive challenges to your will and arguments after your passing.

Watertight Wills

There’s no point making a will if it won’t work. We examine your particular circumstances in order to ensure that your will is watertight and minimise successful challenges.

Probate/Administration Applications

As an executor or administrator, the law places a high duty of care upon you to administer the estate in accordance with the wishes of the deceased. We can assist you by providing friendly and efficient services in order to ensure that you have complied with your duties.

Power of Attorney

Nominate someone you trust to look after your affairs in your property in the unfortunate event of your incapacity, rather than a government department.

Advanced Health Directives

Nominate someone you trust to ensure that decisions regarding your health lifestyle and future care are made by someone with your best interests in mind.
  Eggs in one basket

Family Businesses

Family businesses require careful estate planning especially if you wish to pass on the family business to your children or if you wish to ensure smooth operation of your business in the event of your incapacity or passing.

Self Managed Super Funds

Ensure that the funds controlled by your Self Managed Super Fund and your estate planning requirements are synchronised in order to ensure smooth transition in the event of incapacity or your passing.

Special Needs Beneficiaries

Ensure that your special needs loved ones and dependents are properly cared for in the event of your incapacity or your passing. Our estate planning advice will protect vulnerable beneficiaries.

Guardianship

If you have minor children or the care of a special needs adult we can assist you with proper estate planning to ensure that their continued needs are met from your estate in event of your passing.

PROPERTY DEALINGS

If your estate planning needs or terms of the will or letters of administration require the sale or transfer of property, we would recommend you to use Balben Property Transfers for this process who can provide all conveyancing services in a prompt, friendly and professional manner and as an independent service provider for all parties. Our firm is pleased to make this recommendation based on past dealings and excellent feedback that we have received from our clients. Balben Property Transfers is a family owned Ballarat conveyancing business established in 1988, and has been servicing Ballarat and the whole of Victoria for over 25 years, as a specialist in property transfers.

Please refer to www.balben.com.au for further information.

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