Wills & Estates · Sydney CBD
10 estate planning & testamentary trusts firms in Sydney CBD, New South Wales, including Sydney.
10 firms
Sydney, NSW · Sydney CBD
PB Ritz Lawyers provides legal services in Sydney, NSW. Listed practice areas include Wills & Estates, Probate & Estate Administration and Estate Planning & Testamentary Trusts.
For families with significant assets, blended families or business interests, an estate plan goes beyond a simple will. Testamentary trusts can offer tax benefits and asset protection for beneficiaries. Planning also covers super, insurance, family trusts and company control.
Good estate planning protects beneficiaries, reduces tax and keeps family businesses and farms running through a transition.
Testamentary trusts can allow income to be distributed to minors at adult tax rates under Australian tax law. Planning also covers family trusts, company control and binding super nominations, which pass outside the will.
Understand the next step
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.
A city-centre address can be convenient for meetings, but it does not tell you which solicitor will handle the file. For a business transaction, employment issue or dispute, ask whether the team has experience with your particular industry and the size of the matter.
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 Sydney CBD. Your home address alone does not determine the applicable process.
List family members, property, debts, companies, trusts and superannuation. Identify where original documents are held and which assets are jointly owned.
Ask what each document or application would achieve. Confirm which state rules and asset-ownership arrangements need to be considered.
Agree on signing, storage and future reviews, or on the executor’s responsibilities for records and distributions. Identify changes that should prompt further advice.
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.
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.
In New South Wales, most criminal and minor civil matters start in the Local Court, with more serious matters in the District Court and Supreme Court. Tenancy, strata, consumer and guardianship disputes usually go to NCAT. Solicitors are licensed by the Law Society of New South Wales, and complaints about lawyers go to the Office of the Legal Services Commissioner.
Good to know
A trust created by your will that takes effect on your death. It can protect beneficiaries and offer tax advantages for distributions to children.
Most matters start in the Local Court. More serious cases go to the District Court or the Supreme Court of NSW. Family law matters are heard by the Federal Circuit and Family Court of Australia.
Practising certificates in New South Wales are managed by the Law Society of New South Wales. You can check a solicitor's status on its public register or by contacting it directly.
Sydney, NSW · Sydney CBD
Royer Mace Lawyers provides legal services in Sydney, NSW. Listed practice areas include Property & Conveyancing, Commercial Property & Leasing and Business & Commercial Law.
Sydney, NSW · Sydney CBD
Sarah Walsh Conveyancing and Leasing Pty Ltd provides conveyancing services in Sydney, NSW. Listed practice areas include Property & Conveyancing, Commercial Property & Leasing and Wills & Estates.
Sydney, NSW · Sydney CBD
Long Saad Woodbridge provides legal services in Sydney, NSW. Listed practice areas include Planning & Environment, Wills & Estates and Partner & Family Visas.
Haymarket, NSW · Sydney CBD
Digital Age Lawyers provides legal services in Haymarket, NSW. Listed practice areas include Property & Conveyancing, Family Law and Business & Commercial Law.
Sydney, NSW · Sydney CBD
Clicklaw Australia provides legal services in Sydney, NSW. Listed practice areas include Property & Conveyancing, Wills & Estates and Planning & Environment.
Ultimo, NSW · Sydney CBD
Stuart Alexander & Co Pty Ltd provides legal services in Ultimo, NSW. Listed practice areas include Property & Conveyancing, Planning & Environment and Wills & Estates.
Heenan & Co provides legal services in Sydney, NSW. Listed practice areas include Property & Conveyancing, Wills & Estates and Estate Planning & Testamentary Trusts.
Sydney, NSW · Sydney CBD
Aubrey F Crawley & Co Solicitors provides legal services in Sydney, NSW. Listed practice areas include Property & Conveyancing, Business & Commercial Law and Litigation & Dispute Resolution.
NSW · Sydney CBD
S.Sapuppo Solicitor provides legal services in NSW. Listed practice areas include Litigation & Dispute Resolution, Wills & Estates and Property & Conveyancing.
Directory guidance updated 19 September 2026. General information to help you prepare for a conversation with a professional; not advice about your individual matter. Check current requirements with the relevant authority.