1300 590 833

comprehensive advice regarding a broad range of estate planning matters

Leora Rose Law have a specialised Wills & Estate planning department designed to help clients make important decisions about how their assets are managed.

Through effective planning and advice, Leora Rose Law assists their clients in maximising the value of their estate and minimising their tax liability. We also ensure our clients receive the highest degree of asset protection, for themselves and their beneficiaries.

At Leora Rose Law we provide services and advice in all aspects of estate planning and asset protection.

The services we provide at Leora Rose Law are as follows:  

  1. Preparation of a Will;
  2. Creation of Trusts; 
  3. Estate Administration;
  4. Probate;
  5. Letters of Administration;
  6. Estate Litigation;
  7. Power of Attorney; and
  8. Advance Health Directives.

The Leora Rose Law Wills and Estate planning team work closely with our clients’ accounting, tax and financial advisors to determine the best business and investment structure to meet your needs.

Our Wills & Estates planning department offer a free 10-minute consultation to discuss your estate planning options. Please call our friendly team on 1300 590 833 to book an appointment today.

Trust Administration

To be entrusted with the administration of Trusts and Wills is a responsibility we take incredibly seriously. Our team’s skills allow us to ensure that the provisions of the Trust Deed or Testamentary Trusts in a Will are adhered to, the philosophy and intention of the donor/settlor are honoured, and importantly relationships between family members and other beneficiaries are preserved.

Executor of a Will

Being Executor of a Will requires someone with the skillset and willingness to execute an important task on behalf of someone who has passed away. We understand that it can be a challenging time when you have been appointed as an Executor. Our vast experience allows us to guide you through the estate administration process with sensitivity of expertise.

Beneficiaries with special needs

Providing adequate protection for beneficiaries with special needs can be a sensitive and complex task. It’s often considered problematic to give complete responsibility for a testamentary trust to the beneficiary personally. Including a Protective Trust in your Will may be prudent if you’re nominating beneficiaries who:

  • are severely disabled
  • have a disability which impacts on their ability to look after their affairs (for instance, autism, Asperger’s, etc.)
  • have an addiction (such as gambling or drugs)
  • are otherwise considered ‘vulnerable’.

Contesting a Will

While a comprehensive estate plan gives you confidence that your affairs will be appropriately looked after, debts paid and your beneficiaries receive what you want them to, unfortunately, sometimes a Will may be contested. Our team is well placed to assist you with handling estate disputes and claims over deceased estates. We act for both Executors and Applicants as required.

HEAR FROM OUR ESTATE PLANNING CLIENTS

“I write to provide a positive client testimonial in relation to your recent work for us.

My first priority in doing so is to commend Sienna’s professionalism, her efficient approach and in particular her most capable handling of differing client communication needs.

Further to this is our recommendation for your firm, Leora Rose. We became aware during the course of the work performed that the work requested was, at least initially, not as straightforward as it might have been. Therefore, I would like to acknowledge the extent to which we relied, and were grateful for the specialised nature of your firm’s capabilities.” 

Bruce Cifuentes – Retiree

Liability limited by a scheme approved under Professional Standards Legislation

READY TO FIND OUT MORE?

Contact us today for details about how we can work with you to meet your business legal requirements.

– LEORA ROSE LAW –
Corporate & Entertainment Law Specialists

PH: 1300 590 833