Retirement Planning

Estate Planning and Retirement Planning

The firm practice specialises in Wills and Estate law and Estate planning.  The Principal, Lucille Lees, has been an Accredited Specialist of the Law Society of NSW since 1998 as an Accredited Specialist in the area of Wills and Estate Law.

Estate planning involves looking at the most important issues in your life and enabling you to take control and care of your financial affairs and personal lifestyle affairs in the event of your death or your loss of capacity.

We assist you to arrive at decisions as to what happens to your assets, rights and obligations, both personal and business. Estate planning is not just about making a will.  Our firm has an Accredited Specialist with specialist knowledge and expertise not only acting on wills and estate planning but also superannuation death benefit planning, retirement and elder law, mental health issues, Enduring Power of Attorneys, Enduring Guardianship appointments, estate litigation (defending claims on an Estate and acting for Plaintiffs making a claim) and general estate administration.

Every adult should consider the following legal documentation that we prepare for clients:

  • Wills.
  • Enduring Power of Attorney.
  • Enduring Guardianship.
  • Testamentary Trusts.
  • Superannuation Nominations (Binding, Not Binding, Lapsing, Non Lapsing).
  • Applications for a Court made Will for a minor or a person who lacks testamentary capacity.
  • Creation of Testamentary Trusts.
  • Letter of Wishes.

Retirement Planning

We can assist you with:

  • Examining Aged Care Accommodation Agreements.
  • Reviewing Retirement Village Contracts.
  • Working with your Financial Adviser to ensure the transactions you are entering into is as stress free as possible.
  • Review legal documents and contracts regarding Aged Care and Retirement Village facilities.