Wills and Estate Planning Services
Estate Planning Services
At Sartori Legal Services, we understand that planning for the future is one of the most important steps you can take to protect your loved ones and your legacy. Our experienced team offers comprehensive estate planning services for clients in Victoria and New South Wales, ensuring your wishes are respected and your assets are managed according to your intentions.
What is Estate Planning?
Estate planning is the process of organising your affairs to ensure that your assets are distributed according to your wishes after your death or if you become incapacitated. It's more than just making a Will – it's about securing peace of mind for you and your family.
A well-prepared estate plan can:
- Protect your family's financial future
- Minimise disputes and legal challenges
- Reduce tax liabilities
- Appoint trusted people to manage your affairs if you're unable to do so
Key Elements of Estate Planning
Our estate planning services include:
- Wills: A legally binding document that sets out how you want your assets distributed.
- Enduring Powers of Attorney: Appoint someone you trust to make financial and legal decisions if you lose capacity.
- Appointment of Medical Decision Makers: Nominate someone to make medical and lifestyle decisions on your behalf.
- Testamentary Trusts: Provide ongoing protection and management of assets for beneficiaries.
- Superannuation & Life Insurance Nominations: Ensure these significant assets are directed as you intend.
- Estate Administration & Probate: Support for executors and families in managing estates after death.
Estate Planning in Victoria
In Victoria, estate planning is governed by the Wills Act 1997 (Vic), Powers of Attorney Act 2014 (Vic), and related legislation. Key considerations include:
- Ensuring your Will is valid and up-to-date
- Appointing an Enduring Power of Attorney for financial, personal, and medical matters
- Considering testamentary trusts for asset protection
- Understanding the impact of superannuation and jointly owned property
Estate Planning in New South Wales
In NSW, estate planning is regulated by the Succession Act 2006 (NSW), Powers of Attorney Act 2003 (NSW), and Guardianship Act 1987 (NSW). Important aspects include:
- Making a valid Will that reflects your wishes
- Appointing an Enduring Power of Attorney and Enduring Guardian
- Considering family provision claims and protecting vulnerable beneficiaries
- Managing assets such as superannuation, trusts, and business interests
Why Choose Sartori Legal Services?
- Local expertise with a deep understanding of Victorian and NSW laws
- Personalised advice tailored to your unique circumstances
- Principal solicitor with advanced qualifications in Wills & Estates (LLM Applied Law)
- Family-run practice with strong community ties
- Clear communication and compassionate support throughout the process
Get Started Today
Estate planning is not just for the wealthy or elderly – it's for anyone who wants to protect their family and assets. Contact Sartori Legal Services to arrange a confidential consultation. We'll guide you through every step, making sure your wishes are documented and your loved ones are looked after.