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Where We Can Help
We understand that planning for the future might not be easy, especially in circumstances where we are expected to think about and make decisions in relation to sometimes unforeseeable events. At Lionheart Lawyers, our experienced team can assist you in understanding these important matters and finalising your will and estate planning.
Let us help you plan for your future.
Having a will is an important part of planning your family’s future as it gives you the opportunity and power to determine what happens with your estate after your passing. By preparing a will, you can be certain that your estate will be distributed in accordance with your wishes whilst also protecting the interests of your loved ones.
After your passing, you will leave what is called an “estate”, which includes your assets, properties, bank accounts, personal belongings, items of sentimental value and your debts. A will is a legal document that allows you to set out exactly how your estate is to be managed and distributed.
At Lionheart Lawyers, we can assist you with:
- Preparing and updating your will.
- Preparing an Enduring Guardianship and Enduring Power of Attorney.
- Preparing, advising, and establishing a trust.
In some instances, you may already be appointed an Executor of a will. This means that you have been appointed as person responsible to administer the deceased estate in accordance with the will and the deceased’s wishes. Although this may seem difficult, Lionheart Lawyers can assist you to simplify the process.
We can assist with:
- Identifying all the assets and debts of the estate, including those that are interstate or overseas.
- Identifying the beneficiaries of the estate.
- Administration of assets in testamentary trusts.
In some cases, you may be asked to deal with a loved one’s estate but there was no will prepared before their passing. While this process can be a frightening and challenging task, our experienced team of lawyers can assist you in seeking what is called Letters of Administration to distribute the estate.
- We can assist with:
Preparing the application with the Supreme Court of NSW.
- Identifying the assets and debts of the estate and identifying the beneficiaries.
- Assisting with the distribution of the estate.
Have you been left out of a will? Are you not adequately provided for in a will?
If you have answered ‘yes’ to either question and are not receiving what you feel you are entitled to receive from the estate, Lionheart Lawyers can advise and assist you in understanding your rights under the law to make a claim and challenge a will.
Although it is the deceased’s wishes in the will that is being followed, you may have concerns that:
- The deceased did not have the mental incapacity at the time of preparing their will.
- There was improper conduct, duress, or undue influence on the deceased when they were preparing their will.
- You had financial or other dependency on the deceased.
If these are your concerns, stress less and call us today.