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Wills & Estates

Wills & Powers of Attorney

It is vital to have in place effective and valid Will and Power of Attorney documents, to enable your Estate to be dealt with in accordance with your wishes on your passing or if you require assistance with, or are unable to continue to make financial, personal and medical decisions during your lifetime, to ensure that these decisions are made by a person you nominate in accordance with your wishes.

A Will, Enduring Power of Attorney and Appointment of Medical Treatment Decision Maker are essential documents all adults should have.

At the core of any Estate Plan are the below critical documents:

  • A Will is a document which takes effect when you die. It sets out your wishes including how you wish for your assets to be distributed to your loved ones on your death. An effective Will pays close attention to the appointment of Executors, Guardians for any minor children and to the distribution of your assets. It is vital that your Will is made in accordance with the law to ensure that it is valid and binding at the date of your death. It is important that your Will is regularly reviewed, particularly if there are changes in your circumstances or the circumstances of your intended beneficiaries.
  • Testamentary Trusts can also be included in your Will that assist in protecting assets for the benefit of your descendants, or to take care of beneficiaries that have special needs.
  • An Enduring Power of Attorney is a legal agreement which takes effect during your lifetime on a date you nominate (for example in the event you lose decision making capacity). The agreement allows you to appoint one or more individuals to manage your financial affairs and/or make personal decisions on your behalf.  Financial matters include decisions regarding your property and finances.  Personal matters relate to decisions as to guardianship and lifestyle affairs.
  • An Appointment of Supportive Attorney document allows you to appoint an individual who you empower to support you in making and giving effect to your decisions. The supportive attorney will be authorised to access, collect or obtain information from third parties such as banks, however, you will retain decision-making authority. This may apply where, for example, you have capacity to make the decision but not the physical capability of carrying that decision out.
  • An Appointment of Medical Treatment Decision Maker document takes effect when you no longer have the capacity to make medical treatment decisions, either temporarily or permanently. This document allows you to appoint another person to make medical treatment decisions on your behalf should this situation arise.
  • We can also assist you in making Advanced Care Directives about your medical treatment to assist your Medical Treatment Decision Makers with your medical treatment decisions. In an advance care directive, you can write either or both an Instructional Directive with legally binding instructions about future medical treatment you consent to or refuse and/or a Values Directive which documents your values and preferences for your medical treatment decision maker to consider when making decisions for you.

How can we help you?

  • Wills;
  • Wills incorporating testamentary trusts
  • Wills incorporating special disability trusts
  • Wills incorporating life interests
  • Wills incorporating other types of trusts
  • Enduring Powers of Attorney;
  • Appointment of Supportive Attorney;
  • Appointment of Medical Treatment Decision Makers;
  • Advanced Care Directives (including Instructional Directives and Values Directives);
  • Corporate powers of attorney;
  • Estate Planning advice concerning options to pass control of your assets in accordance with your wishes; and
  • Court Authorised Wills for individuals lacking Testamentary Capacity.

Our Wills & Powers of Attorney Lawyers

Meghan Warren

Principal

Meghan Warren

Principal
LL.B GAICD
Meghan is one of the few lawyers in Australia admitted in the State (Victoria) and Federal jurisdictions of Australia, and as an Attorney at Law to the New York State Bar in the United States.

Rohani Bixler

Special Counsel

Rohani Bixler

Special Counsel
LL.B (HONS) BA (PSYCH)
Rohani holds a Bachelor of Arts (Psychology) and a Bachelor of Laws (Honours) from Monash University, and has practiced exclusively in the areas of estate planning, deceased estate administration and estate litigation and disputes since...

Margaret Girardi

Senior Associate

Margaret Girardi

Senior Associate
Margaret is a Senior Associate at the firm and practices predominantly in the area of family law.

Antonela Graso

Paralegal

Antonela Graso

Paralegal
Whilst completing her professional business and law tertiary qualifications, Antonela provides efficient and effective legal support services to our valued teams and clients.
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