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Family Law > Wills And Estate Planning

Wills And Estate Planning Lawyer Sunshine Coast

Anumis Legal is the Law firm of choice for business owners, entrepreneurs and investors who value exceptional customer experience, sound expertise and timely response

Wills & Estate Planning Lawyer Sunshine Coast

We Have Expertise In All Types Of Wills, Estate and Wealth Planning

Whether your unique circumstances are complex or simple, it’s vital that your estate planning is expertly taken care of so that your wishes are carried out as you would want them to be.

If you don’t have a current Estate plan and a valid will, you’re leaving yourself and your loved ones open to the possibility of a lottery-at-law with your assets.

Do something about your estate planning, right now. Choose the experienced, smart, street-wise estate planning approach of Anumis Legal. Call us today on 07 5455 6347 or contact us online today for a free consultation

Wills and Estate Lawyers writing up a will on the Sunshine Coast

How We Can Assist You With Your Will and Estate Plan

Once you have had a detailed conversation with us we will consider your unique circumstances.

Your up-to-date estate plan can include:

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A will or a dispute over a will

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An enduring power of Attorney (EPoA)

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Integrated company, trust and superannuation structures

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Advice on how your insurance coverage might be an asset in your plan

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Options for departing or remaining shareholders through business Buy/Sell Deeds

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Family trusts, insurance, joint tenancy and superannuation as devices to avoid assets passing through your estate

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Considering and adjusting the rights of different categories of beneficiaries to receive income and / or capital & the right to control capital and income.

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Shareholder and partnership agreements to address current management and ownership concerns and future succession matters

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Managing assets upon death or other key or trigger events

What You’ll Need To Consider When Creating A New Will

As you think about preparing to give instructions regarding your new will, here are some pointers that will hopefully be useful for you.

Click on the different information categories you’ll need to provide to learn more about what you’ll need to consider during the creation of your new will and estate plan.

Who will you appoint as your executors?

Ideally, nominate two people (or more) who would be willing to be your executors (to administer your will, sort out the estate and distribute your gifts and so on). Bring along the names and addresses of your nominated executors.

Your Assets

Please list any assets, bank accounts, and other special items that you want to gift to people, charities, or other causes.

Your Beneficiaries

Please list the people, charities, or other causes – if it’s people, their relationship to you (son, daughter, niece, nephew etc) and their current address.

Your Special Items

If you have any special items such as jewellery, collectables, artwork, books and so on that you would like to gift to particular people, take a photograph of the item and bring these along, or email them to us, so that we can create a list to attach to your will, complete with photographs.

This is an excellent way of ensuring that the special someone that you want something specific to go to, receives the specific item according to your wishes.

Your Superannuation

This is a good time to ensure that your binding death nomination for your Super fund is up to date, if that applies to you. Also, if you have details of your Superannuation, then that could be clarified in your will.

You have two options regarding your Superannuation Binding Death Nomination:  either to make the Binding Death Nomination in favour of your children, or in favour of your personal representative.

If it is made out to your children, then your Superannuation will completely avoid your will and be dealt with by the Superannuation Fund Trustee in accordance with your nomination.

If, on the other hand, you make the nomination in favour of your personal representative the Superannuation payment will be made to the Estate and dealt with according to your will.

Your Funeral Wishes

You can include your wishes for your funeral, whether you wish to be cremated and if so where you would like your ashes to be scattered. This is optional. You do not have to include funeral wishes – if you would like to, then your will is a good place to voice your preferences.

Anything Else You Would Like To Include

Your will is exactly that – yours! You can include your intentions for distributing your financial and other assets, as you wish. So, is there anything else that you wish you include, anyone else you wish to donate something to?

Is there anyone you would like to exclude?

Relationships and families can be complex. Sometimes there is a person or persons that for your own reasons you do not want to include, such as an ex-partner.

Please note that while your will is there to state your wishes, in some circumstances claims can lawfully be made to challenge a will and there are circumstances where your wishes may be overturned by a court to provide for someone that the court deems has a real claim.

If there is someone you wish to exclude, your will must state your reason(s) so that in the event of a challenge, your voice can still be heard.

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We can assist you with updating or changing your will

Are you looking to change or update your will? We can assist you with any updates you wish to make.

If any of the following circumstances are true for you or you feel that you would like some advice about any aspect of your wishes regarding your will, all you have to do is email admin@anumis.com.au or call 07 5455 6347.

Our friendly Wills and Estate Experts will assist you for your peace of mind, so that you and the legal formalities are taken care of.

You’ll Need To Update Your Will When…

If any of the following circumstances happen, then you must make an appointment with Anumis Legal to update your will:

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You change your name

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A person named as a beneficiary in your will dies

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Anyone mentioned in your will changes their name

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You sell any property you have specifically referred to in your will, or such property changes its nature

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You marry, or enter into a Registered Relationship, pursuant to the Registered Relationship Act 2011, after the date of making your will. This has the effect of revoking your will by law, unless you have expressly stated in your will that your will is made in contemplation of marriage or the registration of your civil partnership.

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Your family situation changes. For example:

    • by divorce proceedings; or
    • if you adopt or you have additional children who you wish to include as beneficiaries in your will; or
    • the dissolution or annulment of a marriage which can revoke dispositions to a spouse and revoke appointment of a spouse as executor or trustee
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You want to make any changes to your will

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You want to revoke your will

Wills and Estate Law Made Accessible, Secure and Understandable For You

Your unique requirements drive our responsive, straightforward advice so that whether you need a simple, valid will or advice on business succession, property transfers or trust structures, your specific aims are taken care of confidentially, and respectfully.

You are welcome to ask questions, take your time and review your options until you are confident with your legal solutions. No matter how complex or delicate your situation, you can be assured of the highest levels of expertise and confidentiality.

We will guide you through the maze of considerations you must address in drawing up your unique Estate Plan.

As well as sophisticated estate planning know-how, Anumis Legal specialises in banking and finance, property law, commercial law, intellectual property law, family law and so much more. Our interdisciplinary knowledge base ensures that you get robust commercial, financial and legal coverage of your unique interests.

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Contact Us Today For Your Free, No Obiligation Consultation

Practical estate planning incorporates a range of expertise across many areas of business, finance, relationships and law. We’ll take time with you to understand what you want.

We look forward to gaining an in-depth understanding of your circumstances as our first step on the way to giving you the appropriate advice you need in terms of your tax, super, business structures and property management.

We’ll wrap a robust legal framework around your goals and testamentary intentions.

If you’d like schedule an appointment, call us on 07 5455 6347 today or contact us online!

Our Wills and Estate Process

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After our initial meeting, you will receive a draft will to approve.

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We will make any changes you ask for. 

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You can then leave the Original Will with us for secure storage, and we will send you a pdf copy, or you can take a hard copy of your will with you. You can hold on to your original will if you choose to.

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If you hold on to your original will, you must be very careful not to mark or staple the Original in any way at all. Keep your original will in a safe, dry place where it can be found in perfect condition by your executor(s) who will need to apply for probate in the event of your passing.

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If you would like to go ahead, then email admin@anumis.com.au or call on 07 5455 6347 we will prepare a Client Service Agreement and invoice for you.

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When your funds have been received into Trust, you are welcome to come in for an appointment for us to take instructions, or we can take your instruction during a Zoom meeting if that suits you better. 

Meet Our Team

Dr John Cronin

Dr John Cronin holds a Master’s Degree in Business Management, a PHD in socially responsible investment, and is pursuing a further PHD in superannuation law. In his earlier engineering career, he led numerous large-scale equipment design and infrastructure development projects. A former financial and investment advisor, Dr John has a wealth of experience across banking, finance, and investment.

Nadine Love

Nadine Love holds a Master’s Degree in Dramatherapy. In her earlier career as an author, mentor and trainer through her books, products, and coaching services she assisted people to transform their personal and professional lives to find confidence, clarity, success, and wellbeing. Nadine was
awarded the 2020 NSW Bar Association Prize for Civil Litigation and Evidence.

Anumis legal delivers commercially astute advice, expert solutions and strategic legal representation because of our real-world experience and qualifications in business, corporate growth, finance and law. We work with you to fully understand and appreciate what you want, providing you with solid professional legal advice, always.

 

Client Reviews

 

Outstanding professional service

"Outstanding professional service and an excellent choice of firm for both our business lease and personal wills. We have sold several properties and can highly recommend Anumis Legal as the best legal service we have ever encountered. Thank you, Anumis for the peace of mind – drjohn you are a gem.”

We were delighted and relieved to find Dr John

"Both my husband and myself run small family businesses on the Sunshine Coast and from time to time have needed legal advice across a variety of tasks. While other legal companies provided helpful and courteous attention, we were delighted and relieved to find drjohn Cronin at Anumis Legal a few years ago. His wealth of experience, diversity in skills and achievements ensured we received solid legal advice, provided with diligence and care. Always grateful for his collaborative approach, wise counsel, accurate advice and opinions on a wide range of issues we feel very well served legally and confident that we are in safe hands. We are proud to be clients of Anumis Legal!”

Anumis legal ensured all the work was completed and done well.

"My home was flooded due to a burst water filter whilst I was away. I had previously dealt with lawyers and hadn’t been happy with the outcome or the way I was treated. drjohn was reassuring and put me at ease straight away, I felt instantly that drjohn had my back. drjohn dealt with all contact with the builders and ensured I was provided with the correct certification and guarantees and attended site meetings to ensure I had support from start to finish. Anumis legal ensured all the work was completed and done well. ”

Dr John made it easy for me

"Awesome! Thank you. drjohn made it really easy for me and I feel so much better about going into the lease now.”

Calm and clever. Keeping me focused.

"drjohn had been really wonderful. Calm and clever. It’s keeping me focused. (Family Law matter)”

So glad he’s my lawyer

"The meeting with drjohn went well. So glad he’s my lawyer. (Family Law matter)”

Dr John provided great counsel, coaching, and clear advice

"I share a similar story to many young start-ups. Group of friends getting together behind an exciting idea. We set up a company, gave each other the title of director and went out to go change the world. As our company grew, it evolved and how we worked together needed to evolve with it. drjohn provided great counsel, coaching, and clear advice. drjohn mediated discussions that lead to a stronger shareholder agreement. In addition, provided us with the full new start-up business pack, we now have contractor agreements and solid terms and conditions for our services. I am a better managing director as a result of drjohn’s advice. As a team, including the businesses we now partner with, are much stronger together. I am grateful for drjohn’s support and will continue to partner with Anumis Legal as our business continues to grow.”

Clarity, honesty, integrity, passion

"Their clarity, honesty, integrity and a passion for providing quality service to their clients. (Family Law matter”

Great solicitor. Great guy.

"drjohn is a great solicitor and an all round great guy. A pleasure to meet him.”

Highly ethical.

"drjohn is highly ethical and really looks after his clients. I was incredibly impressed with him. I would highly recommend him to anyone. Thanks for all your hard work on our case.”