Wills and Estate Planning

Ballpen Legal is here to assist you with all aspects of Wills and Estate Planning, providing expert guidance and personalised solutions tailored to your specific needs. Our comprehensive services include:

Will Drafting

Whether you require a basic will or a more complex one with testamentary trusts, our experienced team will draft a will that reflects your wishes and ensures the proper distribution of your assets upon your passing.

Estate and Succession Planning

We offer advice on all aspects of Estate and Succession Planning, helping you develop strategies to protect your assets, minimise tax implications, and ensure a smooth transition of wealth to future generations.

Probate and Deceased Estates

Our team provides guidance and support throughout the probate process, assisting executors and beneficiaries in navigating the legal requirements and administration of deceased estates.

Key Areas of Advice:

  • We offer guidance in preparing Advance Health Directives, allowing you to document your specific wishes regarding medical treatment and end-of-life care.

  • We provide guidance and assistance in drafting buy/sell agreements, protecting the interests of business partners in the event of unforeseen circumstances or business transitions.

  • We guide you through the process of establishing Enduring Power of Attorney, ensuring that your financial and legal affairs are managed by a trusted representative in the event of your incapacity.

  • Our services include advice on Enduring Power of Guardianship, allowing you to appoint a trusted person to make important healthcare and lifestyle decisions on your behalf if you become incapable of doing so.

  • We provide tailored estate planning solutions for blended families, ensuring that your assets are distributed according to your intentions while considering the unique dynamics of blended family structures.

  • Our team will help you prepare the trust documents and guide you through the process of establishing a family discretionary trust. We take the time to ensure you have the right trust and terms in place for your family and personal circumstances. Our services also extend to preparing ancillary or variation documents under existing trusts.

    Further, we can assist in establishing Vulnerable Beneficiary Trusts or Special Disability Trusts, designed to protect vulnerable beneficiaries and manage their financial affairs responsibly.

  • We offer advice on intestacy laws and inheritance issues, ensuring that the distribution of assets aligns with legal requirements and your intentions.

  • We provide guidance on mutual wills, which can be beneficial for couples who wish to align their testamentary wishes to protect their shared assets and ensure the desired distribution.

  • We can assist in establishing testamentary trusts which is a trust established under will. We will discuss the advantages and disadvantages of testamentary trusts to help you decide whether to include a testamentary trust for asset protection and for the benefit of your children and other beneficiaries.

At Ballpen Legal, we recognise the importance of Wills and Estate Planning in protecting your assets and ensuring the well-being of your loved ones. Contact us today to discuss your specific needs and let us assist you in developing a comprehensive estate plan.