Wills & Estates · Adelaide CBD
11 estate planning & testamentary trusts firms in Adelaide CBD, South Australia, including Adelaide.
11 firms
Adelaide, SA · Adelaide CBD
YLP Legal provides legal services in Adelaide, SA. Listed practice areas include Partner & Family Visas, Wills & Estates and Business & Commercial Law.
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.
Adelaide CBD firms can offer a range of practice specialisations. Ask which solicitor will be responsible for your matter and whether the first consultation includes reading the documents you want advice on.
For estate planning & testamentary trusts, ask which parts of the work the firm handles itself and whether it has relevant SA experience. Let the lawyer know if a property, employer, other party or existing proceeding is outside Adelaide 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 South Australia, the Magistrates Court hears most criminal and minor civil matters, with the District and Supreme Courts above it. Tenancy, guardianship and many administrative reviews go to SACAT. Practising certificates are issued by the Law Society of South Australia, and conduct complaints go to the Legal Profession Conduct 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 Magistrates Court. More serious cases go to the District Court or the Supreme Court of South Australia. Family law matters are heard by the Federal Circuit and Family Court of Australia.
Practising certificates in South Australia are managed by the Law Society of South Australia. You can check a solicitor's status on its public register or by contacting it directly.
Adelaide, SA · Adelaide CBD
Varga Lawyers provides legal services in Adelaide, SA. Listed practice areas include Wills & Estates, Probate & Estate Administration and Litigation & Dispute Resolution.
Adelaide, SA · Adelaide CBD
Wills Direct provides legal services in Adelaide, SA. Listed practice areas include Wills & Estates, Probate & Estate Administration and Planning & Environment.
Adelaide, SA · Adelaide CBD
Harper Davison Solicitors provides legal services in Adelaide, SA. Listed practice areas include Business & Commercial Law, Family Law and Wills & Estates.
Adelaide, SA · Adelaide CBD
ADLV Law, Adelaide provides legal services in Adelaide, SA. Listed practice areas include Business & Commercial Law, Employment Law and Unfair Dismissal.
Adelaide, SA · Adelaide CBD
Sedsman Legal provides legal services in Adelaide, SA. Listed practice areas include Wills & Estates, Planning & Environment and Estate Planning & Testamentary Trusts.
Adelaide, SA · Adelaide CBD
Donlan Lawyers provides legal services in Adelaide, SA. Listed practice areas include Wills & Estates, Planning & Environment and Family Law.
Adelaide, SA · Adelaide CBD
Brown & Associates Commercial Lawyers provides legal services in Adelaide, SA. Listed practice areas include Property & Conveyancing, Commercial Property & Leasing and Wills & Estates.
Adelaide, SA · Adelaide CBD
Mercurio & Co. Barristers & Solicitors provides legal services in Adelaide, SA. Listed practice areas include Property & Conveyancing, Wills & Estates and Family Law.
Adelaide, SA · Adelaide CBD
Last & Co Lawyers provides legal services in Adelaide, SA. Listed practice areas include Wills & Estates, Property & Conveyancing and Franchising.
Adelaide, SA · Adelaide CBD
White Berman Ryder - Barristers and Solicitors - Modbury Office provides legal services in Adelaide, SA. Listed practice areas include Wills & Estates, Family Law and Planning & Environment.
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.