Wills & Estate Planning Roma | Ferrier & Co Solicitors

Wills & Estate Planning

Estate planning lawyer Roma

Do you need to prepare or update your Will?

Nobody likes to think about it too much, but it is important to plan for the future of your family.

If you take the time now to make an effective legally binding Will you can save your family, time, stress and money during what will undoubtedly be a difficult time for them when you’re no longer here.

Our experienced and knowledgeable estate planning lawyers can guide you on all aspects of preparing or updating your Will and other legal documents, including Enduring Power of Attorney and Advance Health Directives.

Estate planning for your family's future

When planning for your family’s future, it is essential that you are prepared. Our experienced and knowledgeable estate planning lawyers work with individuals and families throughout Roma and western Queensland.

Estate planning: more than just a will

Estate planning goes beyond drafting a will – it includes:

The assessment of assets
The assessment of likely taxation
Advice regarding the possibility of claims against the estate by third parties
The protection of assets

Estate planning is an active process of re-evaluating the estate when circumstances in life change, such as:

Newly married couples or those divorcing
A change to the family’s asset pool
A change in working conditions such as the buying or selling of a business
Changes to superannuation, insurance policies or taxation levels
The establishment of discretionary trusts

A successful plan is made involving all family members as it will take into account not only provisions for your retirement income but also the plans, aptitudes and existing assets of younger generations.

Don't wait. Arrange preparation of your Will today.

Why do I need a Will?

Planning for your family’s future after you’re gone is a really important legal task.

If you take the time now to make an effective legally binding Will you can save your family not only stress but money in what will undoubtedly be a difficult time for them.

Our estate planning lawyers can help you with expert, easy-to-understand legal advice and answer any questions you may have including:

What type of will do I need?
Who will take care of my children?
Do I need an executor?
What does an executor do?
How will my assets be divided?
Can I leave a dependent out of my Will?
Can I choose if I am buried or cremated?
What will happen to my home or property?

Book an appointment with our Wills & Estate Planning Lawyers

Planning for your family's future

When planning for your family’s future, it is essential that you are prepared. Our experienced and knowledgeable estate planning lawyers work with individuals and families throughout Toowoomba, Roma and surrounding areas.

We can provide legal advice for a range of estate planning needs, including:

Advise you in regard to creating a succession plan
Write a Will that maximises the inheritance for your family
Set up family and testamentary trusts
Advise you in regard to choosing executors and guardians
Minimise the chance that your Will is contested and subject to litigation
Advise in regard to estate tax (including capital gains) and financial concerns
Safely store your will and other important legal documents

At the same time as considering your Will, we strongly recommend that you also put in place plans for any future incapacity through Power of Attorney and Guardianship documents. This will ensure that if you somehow become unable to make decisions about your finances, your medical treatment or living arrangements then the person or persons who you trust to make these decisions can do so unhindered.

Be prepared. You never know what the future holds.

Roma Office

Toowoomba Office

Our Services

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