Estate Planning & Testamentary Trusts lawyers in Southern Highlands & Tablelands

What to discuss at the first meeting

Explain what you want the plan to achieve, including family needs and business interests. A more complex structure should be justified by its purpose and ongoing administration, not chosen merely because it is available.

Clarify whether tax and financial advice are included or must be obtained separately before implementing the plan.

Working with a firm in Southern Highlands & Tablelands

Bowral, Goulburn, Queanbeyan and Yass are grouped for discovery, not because they share a single legal venue. For matters connected with Canberra as well as NSW, ask which jurisdiction and local processes the advice will cover.

For estate planning & testamentary trusts, ask which parts of the work the firm handles itself and whether it has relevant NSW experience. Let the lawyer know if a property, employer, other party or existing proceeding is outside Southern Highlands & Tablelands. Your home address alone does not determine the applicable process.

How the engagement may progress

1. 01

   List family members, property, debts, companies, trusts and superannuation. Identify where original documents are held and which assets are jointly owned.

2. 02

   Ask what each document or application would achieve. Confirm which state rules and asset-ownership arrangements need to be considered.

3. 03

   Agree on signing, storage and future reviews, or on the executor’s responsibilities for records and distributions. Identify changes that should prompt further advice.

Fees and the scope of work

Compare a simple-will quote with more involved planning or estate administration. Ask about searches, applications, valuations and coordination with an accountant.

Ask for a written scope identifying the work you are authorising, the person responsible and when costs will be reviewed. If you only want advice on one step, say so before the firm begins wider work.

Dates to raise at first contact

Provide the date of death and any estate correspondence promptly. Ask about relevant deadlines before distributing assets, signing a release or assuming a dispute can wait.