Wills & Estate Planning

Safeguarding your wealth for future generations is more than simply making a Will. We work closely with you, your accountant and your financial planner to ensure that your assets are passed on to your intended beneficiaries in a tax effective manner.

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We can help you to navigate through the complex web of taxation, superannuation and family provision legislation, adopting innovative strategies to achieve your desired outcome. Our holistic and integrated approach ensures that non-estate assets, such as superannuation (including SMSFs), assets held in family trust structures and life insurance proceeds, are incorporated into your strategy.

Whether your needs are relatively simple or more complex, we can tailor a succession plan that is appropriate for you.

How can we help you?

  • Wills;
  • Enduring Powers of Attorney;
  • Testamentary Discretionary Trusts;
  • Succession strategies for young families, blended families, parents with adult children;
  • Succession strategies available through Self Managed Superannuation Funds;
  • Superannuation death benefits;

We also offer a comprehensive Executor Assist Service that can help you with your duties and responsibilities as an Executor, including applying for a grant of probate.

How are we different?

Forty Seven Legal specialise in drafting modern and tax effective Wills which provide asset protection and peace of mind. We take the time to comprehensively understand your position so that we can identify any risks or concerns and address them with an appropriate strategy.

Where appropriate, we incorporate devices such as testamentary discretionary trusts (TDT’s) which not only offer considerable taxation benefits, but help to retain assets within the family bloodline.

Our transparent fee structure gives you price certainty and an upfront understanding of what the cost will be.

I can highly recommend Vincent to look after your Estate Planning. He is extremely competent and a good communicator – a rare quality in a lawyer! Vincent is also very helpful, easily accessible and most reliable. I have given his business card to all my family members and I’m hoping they will choose to appoint him to look after their interests too. Keep up the great work Vince!Lyn

Vincent recently assisted me with the planning and establishment of my estate and I am most grateful for his excellent, friendly service and his clarity and care with explanations. Vincent was thorough in his approach and offered a number of helpful ideas for improving my estate planning. He was prompt in his communications and reliable in his appointment times. Vincent offers an outstanding legal service to compliment the other services offered by Forty Seven.Helen