Wills, Estates and Succession Planning

Private Client Services

Our team provides the full range of legal services relating to succession matters – estate planning, preparation of wills and attorney documents, obtaining grants of probate, assistance with estate administration and estate litigation.

Importantly, as an integral part of a commercial law firm our Wills and Estates team has extensive commercial knowledge and understands the commercial framework associated with the preparation of wills, powers of attorney and estate administration.

Years of experience in the areas of business transactions, trusts, taxation, superannuation and investment markets enables us to advise on effective estate planning. It also means we can draft your will properly and administer your estate efficiently.

We can also help you make a claim against or defend a deceased estate. Our team knows what to do. We understand the process and will help you attain the best possible outcome. Decades of experience enable us to advise wisely on when to settle a claim, and when to litigate.

We offer expert advice and service on:

Wills and Estate Planning

  • Tax effective estate planning
  • Peace of mind estate planning
  • Business succession
  • Asset and family trust succession and structuring
  • Asset protection
  • Superannuation
  • Simple and complex wills
  • Powers of Attorney
  • Advance Care Directive

Probate and Estate Administration

  • Probate applications
  • Letters of administration
  • Collection and distribution of estates to beneficiaries
  • Advice to executors and administrators

Estate Litigation

  • Inheritance claims
  • Contesting validity of a will
  • Charities’ disputes

Wills, Estate PLANNING AND ADMINISTRATION Team

Sonia Bolzon

Partner

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+61 88236 7688
+61 419 815 274
sbolzon@lynchmeyer.com.au
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Malinda Kuo

Partner

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+61 88236 7693
+61 432 293 898
mkuo@lynchmeyer.com.au
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Joe Subic

Consultant

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+61 88236 7610
+61 407 723 775
jsubic@lynchmeyer.com.au
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Richard Jackson

Senior Associate

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+61 88236 7668
rjackson@lynchmeyer.com.au
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