Estate Planning Strategy
Create a Document (WA)

Given the laws change from State to State, ensure the State noted above is where you need the document prepared for. You can choose the type of field of law you need help with on the left or if you know what you want, just use the search bar.


Advance Health Directive

An Advance Health Directive is a document that states your wishes or directions regarding your future health care for various medical conditions, including dental treatment and end of life decisions. It comes into effect only if you are unable to ma...

Will with Testamentary Trust

Whether or not you have a partner or spouse at this point in your life, if you have any assets, even just a bank account and superannuation, you should have a Will in place so that someone can manage what you do have in the event that you pass away....

Simple Will for Person without Spouse or Partner (Does not include a Testamentary Discretionary Trust)

Whether or not you have a partner or spouse at this point in your life, if you have any assets, even just a bank account and superannuation, you should have a Will in place so that someone can manage what you do have in the event that you pass away....

Deed of Resignation and Appointment - Appointor

When the Appointor in the Trust Deed is moving on, you will need to prepare a Deed of Appointment of a New Appointor and Resignation of the Existing Appointor. This deed is to be signed by the resigning appointor, the new (replacement) appointor and...

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