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Wills, Probate & Estate Planning

Wills and Estate Planning services

Making proper arrangements about your estate is one of the greatest acts of love you can give your family – removing financial worries from them at a time when they will be facing the emotional distress of bereavement.

All too often people put off arranging their affairs, thinking they will have plenty of time in the future to sort everything out.

The best plan is to act now, to safeguard your estate during your lifetime – as well as after it.

We offer discounts to couples seeking mutual wills (that are non-complex), and we also offer a 10% discount on our fees to Seniors cardholders.

At Spencer Gulf Law we can prepare wills, testamentary trusts, Powers of Attorney and Advance Care Directives. Guided by your needs, documents can range from the straightforward, to the more complex (eg where there are many assets, or in the case of blended families).

We can prepare complex testamentary trusts when there are minor children to be considered, and we can also assist where there is a beneficiary under a disability.

We regularly attend at hospitals, aged care facilities and home addresses to take instructions for estate planning, and can travel to you if mobility is an issue.

We can assist you to ensure that your superannuation death benefit nominations are in order, and we can direct you to financial planning advice where indicated (for instance, when approaching retirement and an asset review and pension requirements are being contemplated, or when there is a need to make arrangements to safeguard the future financial wellbeing of a young family).

Please mention your specific needs at the time of making an appointment, so that our office can advise you of any relevant documents that may be required, to assist us to provide you with the very best service.

probate and contested estates

Where a deceased person died holding assets (eg nursing home bond, real estate, savings in a bank, shares, superannuation etc) it is often a necessary to secure a grant of probate or letters of administration (a court order giving legal recognition to the estate), to enable assets to be released and distributed. Frequently, assets cannot be released without such a grant.

At Spencer Gulf Law we regularly obtain grants of probate and letters of administration, and work with families to gather information relating to the estate, secure the grant and aid in distribution of assets.

We also undertake administration of deceased estates, where the deceased has died without a will.

Spencer Gulf Law can also provide advice and representation in relation to disputing or defending the validity of a will, contesting the provisions of a Will, or in making a claim against an estate under the Inheritance (Family Provision) Act 1972.

In some circumstances, family members may wish to take action against an estate, where they consider they have been wrongfully omitted as a beneficiary in a deceased estate, that the share allocated to them is inadequate, or the deceased died intestate (without a will).

We are very experienced in acting in such circumstances, and have achieved some outstanding results for clients where no provision had been made within a will, but after negotiation/court action, a distribution has been forthcoming. In such circumstances there are strict time limits for commencing such action, and it is therefore imperative that legal advice is obtained at the earliest opportunity.

Spencer Gulf Law
Unit 1/7 Church Street, Port Augusta, South Australia, 5700
(08) 8641 0666

Po Box 1845 Port Augusta SA 5700

admin@spencergulflaw.com.au

Get In Touch

Spencer Gulf Law
Unit 1/7 Church Street, Port Augusta, South Australia, 5700
(08) 8641 0666

Po Box 1845 Port Augusta SA 5700

admin@spencergulflaw.com.au

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