Wills & estate planning

Wills, Estate Planning & Trusts

Jordan Djundja Lawyers can assist you with comprehensive estate planning, including wills, discretionary and family trusts, and asset protection strategies to safeguard your wealth and provide certainty for the future.

Effective estate planning is not just about preparing a will — it involves structuring your affairs to ensure your assets are protected during your lifetime and distributed in accordance with your wishes after your passing.

Trusts

Discretionary and family trusts can form part of a broader estate and asset protection strategy. Trusts may:

• Assist with tax planning
• Enable income distribution among family members
• Provide protection against potential creditor claims
• Safeguard valuable assets by placing them under the control of a trustee

A trustee — often a family member or a company — holds assets for the benefit of nominated beneficiaries. Appointing a corporate trustee can provide continuity and reduce complications in circumstances such as the death or bankruptcy of an individual trustee.

Wills & Estate Planning

We assist clients with:

• Drafting and updating wills
• Establishing testamentary trusts within wills
• Preparing enduring powers of attorney
• Preparing enduring guardianship appointments
• Estate succession planning for families and business owners
• Probate applications and estate administration

Careful planning can minimise disputes, reduce tax implications and ensure your estate is administered smoothly and in accordance with your intentions.

We also work closely with accountants and financial advisers to ensure your legal structure aligns with your broader financial planning objectives.