Bringing you peace of mind.

The Arena

It can be a challenge to plan for a future that does not involve oneself. One needs to consider the different situations that can arise after one’s death. Such plans can require foresight and imagination, yet need to find expression in clear documentation.

Why Civic Legal?

Our team has assisted clients through complex family situations. Sometimes those involve assets located in different jurisdictions.

We strive to understand and clarify your wishes and put the right documents and processes in place to help ensure that your wishes are dutifully carried out.

In our estate planning team are lawyers Geraldine O’Reilly and Shamini Patel, who are both passionate about assisting clients with all aspects of estate planning, asset management and trust administration.

We are equipped to advise in both estate planning in private circumstances as well as in a commercial setting, for example in a family business structure, which has to address related succession planning implications for the business.

In the event that a will or probate is to be challenged, our team can also represent clients where court action becomes necessary.

Civic Legal’s membership of Ally Law means that we can assist with cross-jurisdictional issues relating to assets and wealth protection.

We can assist with advising on and preparing:

  • Advance Health Directives
  • Binding death benefit nominations for self-managed superannuation funds
  • Complex wills with testamentary trusts, including succession of family trusts
  • Enduring powers of attorney
  • Enduring powers of guardianships
  • Probate and administration of deceased estates
  • Simple wills

 


“Unlike most legal companies I’ve used, I found the Civic Legal team to be extremely approachable, willing to discuss matters informally and able to provide accurate advice when required.”

A.S.

Bring clarity to your legal issues today