Wills & Estate Planning Lawyers Crafting Your Estate Plan

How We Can Assist You With Your Will & Estate Plan

We warmly congratulate you on taking this important step toward securing your wishes and ensuring peace of mind for yourself and your loved ones. Crafting your will and estate plan is a thoughtful decision that demonstrates your care for those you cherish. Our dedicated team is here to guide you through every aspect of this journey with personalised attention and expert advice.

Your up-to-date estate plan can include:

A will or a dispute over a will

An enduring power of Attorney (EPoA)

Integrated company, trust and superannuation structures

Managing assets upon death or other key or trigger events

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

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

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

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

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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We Have Expertise In All Types Of Wills, Estate & 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

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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.

Your Assets

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.

Anything Else You Would Like To Include

Your Beneficiaries

Your Funeral Wishes

Who will you appoint as your executors?

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.

Our Anumis Legal Wills and Estates Team

We will explain your rights and help you to move forward. Call Nadine Love or Dr John Cronin on 07 5455 6347 or email admin@anumis.com.au for your complimentary chat and with our Noosa Marina Wills and Estate Lawyers!

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We Assist 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.

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Wills & Estate Law Made Accessible, Secure & 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.

When Will I Need To Update My Will?

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

You change your name

You want to revoke your will

You want to make any changes to your will

A person named as a beneficiary in your will dies

Anyone mentioned in your will changes their name

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

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

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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For Your Complimentary Chat

Book an appointment so that we can advise you on your options regarding your wills and estate planning needs, call Dr John or Nadine Love on 07 5455 6347 to book your complimentary chat, now.

Our Wills & Estate Process
How Anumis Legal can assist you:

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

We will make any changes you ask for.

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.

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.

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.

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.

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What Our Clients Say

Meet Our Legal 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 specialises in Family Law from the perspective that legal processes can and must promote wellbeing. Therapeutic Jurisprudence informs her compassionate, practical, respectful provision of legal services. In her pre-law career, Nadine devoted decades to working with groups and individuals as a therapist, mentor, trainer, and author to assist her clients to find clarity, confidence, and voice. Nadine holds a Master of Arts in Dramatherapy. In 2020, Nadine was awarded the NSW Bar Association Prize for Civil Litigation and Evidence.

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Wills & Estate Planning Lawyers
Noosa

How We Can Assist You With Your Will & Estate Plan

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