Succession and Guardianship

Being one of the earliest appointed Administrators by the Administration and Guardianship Board in 1986, the firms reputation for assisting clients in the care of their families and relatives has grown with distinction. The Succession and Guardianship division provides a team of considerate and caring professionals with the experience, expertise and resources necessary to assist clients, families, aged care helpers or assessors. Clients are assisted with sourcing finance for retirement accommodation or with family care agreements allowing parents to live with their children or make payments to carers without loss of disability benefits. Sometimes, individuals overlook tax planning, family disputes or suitability of executors, in organising their affairs which in the long term can result in mistakes that are expensive to rectify. The Succession and Guardianship division offer advice in the preparation of wills or management of personal affairs including guiding clients through suitable structures to hold assets now or in the future. Financial or Medical Enduring Powers of Attorney and Guardianship are also detailed to meet client requirements. Wills, Powers of attorney and guardianship documents are recorded by the firms Will register. A complimentary reminder service keeps clients informed of changes to the law concerning wills.