Wills and Estate Planning

Wills are important and can often be simple and straightforward.  However in complex situations a comprehensive Estate Plan is required. Murfett Legal has one of the most experienced teams in Western Australia advising clients on Wills and estate planning.  Our combined expertise in simple and complex Wills, estate planning litigation, taxation, property and commercial law ensures a comprehensive approach. We are sought for our legal advice and tax strategies for estate planning, trust administration and wealth protection.  We ensure the right instruments, documentation and structures are put in place to effectively transfer assets of deceased estates, minimising the taxes that beneficiaries will have to pay.

An estate plan goes much further than a Will.  It deals with the distribution of assets and wishes of a client while also ensuring beneficiaries pay substantially less in taxes, fees and court costs. Every client is different and we tailor our advice while drawing on decades of expertise in estate planning and documenting what happens to the ownership and control of assets in the event of loss of capacity or death.

Clients seeking comprehensive Estate Planning will benefit from Murfett Legal’s experience and feel fully supported in making sound decisions with the right legal documents in place.  Our approach is to understand our client’s desires, together with their life circumstance, investments and business interests to develop an Estate Plan that clearly reflects and facilitates their wishes.

Not everyone needs a comprehensive Estate Plan.  However, it is vital to have an up to date and personalised Will.  We advise that a Will is reviewed every three to five years.  It will need to be updated after a change in circumstances such as a significant alteration in assets, marriage, separation, divorce, retirement, adoption, birth or death.

We take the time and effort to get to know what matters for our clients and offer a range of comprehensive wills and estate planning services including;

  • Existing Will Review and Update with improvements to reflect current circumstances and requirements;

  • Estate Planning ; dealing with the personal, business and financial requirements of our clients, tailoring advice and documents ensuring tax effective outcomes for beneficiaries;

  • Drafting Wills including simple and complex Wills containing trusts and special provisions;

  • Special Trusts that are part of a Will, or by a separate Trust;

  • Court Applications for Statutory Wills for those lacking testamentary capacity to make or change their Will;

  • Testamentary Trusts & Discretionary Trusts, tailored to the circumstances and needs of our clients with advice about the taxation and asset protection;

  • Working collaboratively with clients’ existing advisors, including accountants and financial planners to ensure the estate plan is tailored to suit clients’ distinct needs;

  • Preparing Enduring Powers of Attorney and Enduring Powers of Guardianship;

  • Self-Managed Superannuation Fund Trust Deeds;

  • Advance Health Directives;

  • Assisting Executors to apply for, and obtain, Probate of Wills from the Supreme Court;

  • Advising Executors and Trustees as to their obligations towards beneficiaries under Wills and Trusts;

  • Advising clients about challenging or defending Wills; and

  • Conducting estate litigation up to and including trial, including dispute resolution.

Contact Murfett Legal for advice tailored for your circumstances and tap into the expertise and support to make informed decisions about any estate-related matter. 

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Customer satisfaction is the benchmark of success here at Murfett Legal. Contact us today and our lawyers will be in touch to fully understand your situation in order to provide clear cut solutions for your needs.