Wills & Estates

Implementing bespoke solutions.

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Services

At Hicksons, when dealing with Wills & Estates, we pride ourselves in our ability to engage with our clients with sensitivity and compassion, as we understand each situation is unique.

Our highly experienced and dedicated Wills & Estates team works closely with our clients to develop a comprehensive understanding of their circumstances to implement bespoke solutions.
 
We are experts at formulating strategies that ensure a person's entire wealth is transferred to the next generation in the most tax-effective manner, while also ensuring a beneficiary’s inheritance is protected to the degree required.

Our Wills & Estates team can assist clients across a broad range of issues, including:

  • Providing advice on complex estate planning due to blended families and high net wealth individuals who may have trusts, companies, self-managed superannuation funds (SMSFs) and businesses which need to be considered as part of their overall estate plan;
  • Drafting wills with appropriate testamentary trusts for each beneficiary;
  • Advising on appropriate beneficiary nominations for superannuation and drafting Binding Death Benefit Nominations or Non-lapsing beneficiary nominations where required;
  • Preparing appropriate Enduring Powers of Attorney and Appointments of Enduring Guardian; and
  • Acting for executors or administrators of deceased estates to obtain grants of Probate or Letters of Administration, and attending to the calling-in of assets, payment of all debts and arranging distributions to the beneficiaries.

Please contact Hicksons Special Counsel, Roslyn Pavey should you need any assistance or guidance.

Contested Estates

Hicksons also offers a Contested Estates Litigation service. If you are an Executor, beneficiary or family member with a concern regarding an Estate we can assist you. We have particular expertise acting on behalf of:

  • Executors: including acting in contested probate applications, responding to family provision claims and defending challenges to the validity or interpretation of testamentary documents including lack of capacity and undue influence claims.
  • Charitable beneficiaries: including acting on behalf of one or more charitable beneficiaries where their bequests may be impacted by a family provision claim or there are concerns regarding the administration of the Estate

Please contact Hicksons Partner, Cheree Sawley should you need any assistance or guidance. 

Get In Touch

Please contact us if you have any enquiries via email at: [email protected] or by telephone on: +61 2 9293 5311 and we will get back to you as soon as possible.

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