Overview
Considering your own mortality, or coming to terms with someone else’s, is seldom approached with enthusiasm. However, there is a deep level of satisfaction to be achieved from having your personal affairs in order, or from administering an Estate as an Executor or Administrator in a timely and thorough manner.
Led by Associates, David Symons and Keely McDonald, our team help clients with all facets of estate planning, from drafting and advising on Wills through to estate administration, and, if it can’t be avoided, estate litigation.
Well-connected in the Bendigo community, our Wills, Probate and Estate Planning team are trusted advisors to locals of all ages, demographics and financial situations. We enjoy highlighting the benefits of estate planning no matter what stage of life you are in, and regularly uncover assets people are often unaware of – such as superannuation – that make the importance of having a Will undeniable.
In line with HQ Law’s broader value set, David and Keely are invested in the lives, goals and unique circumstances of their clients and work collaboratively with them to get the best outcomes. We consistently receive positive feedback from clients and referrers about our professional yet compassionate approach.
Working with our Wills, Probate and Estate Planning team you will feel understood, informed and supported – qualities that are vital when assessing or considering the conclusion of someone’s lifetime.
In the event an estate matter proceeds to litigation, our team are experienced with disputes over Wills, trusts, and other estate matters. We have represented clients in relation to challenging the validity of a Will, seeking the removal of an Executor, seeking provision or additional provision from a Will, defending such claims, and representing clients throughout all stages of any related Court proceedings.
Expertise
- Asset protection
- Binding Death Benefit Nominations
- Drafting Deeds of Agreement
- Drafting Powers of Attorney (incl. individuals and corporations)
- Drafting Wills
- Estate administration
- Estate litigation
- Estate planning
- Grants of Representation (incl. Probate and Letters of Administration)
- Making and defending Part IV claims
- Probate
- Property transfers to executors or beneficiaries
- Testamentary trusts
