ESTATES AND SUCCESSION LAW
Peel Legal are your leading deceased estates lawyers in the Peel region and beyond
ESTATE MATTERS AND SUCCESSION PLANNING
Planning for the future is one of the most important steps you can take to protect your loved ones and ensure your wishes are carried out. At Peel Legal Barristers & Solicitors, we are highly experienced in providing clear and compassionate legal advice for estate matters, including wills, probate, and succession planning.
With over 20 years of experience serving Mandurah and the Peel region, our dedicated team is here to guide you through the complexities of estate law. Whether you’re drafting a will, administering an estate, or resolving disputes, Peel Legal offers practical solutions tailored to your individual needs and circumstances.
We can assist with:
- Wills and Estate Planning: We can help you create a legally sound will that reflects your wishes and ensures your assets are distributed according to your intentions. We also provide advice on complex estate planning, including setting up trusts and asset protection strategies.
- Probate and Estate Administration: When it comes to administering an estate, our team is here to assist executors through the probate process, ensuring that all legal obligations are met with care and efficiency.
- Letters of Administration: If a loved one has passed away without a will, we can assist with obtaining Letters of Administration, allowing you to manage and distribute the estate in accordance with the law.
- Succession Planning for Business Owners: We provide guidance for business owners in planning for the transfer of their business and assets, ensuring a smooth transition that protects the interests of both the business and the family.
- Estate Disputes and Challenges: In the event of a dispute, we offer skilled representation to resolve conflicts related to wills, trusts, and estates, whether through negotiation, mediation, or litigation.
At Peel Legal, we understand the sensitive nature of estate matters and the emotional impact they can have on families. Our goal is to provide you with the peace of mind that comes from knowing your affairs are in order and your loved ones are protected.
Contact us today to discuss your estate planning needs, and let our experienced team guide you through every step with care and professionalism.
How we can assist
WILLS/EPA/EPG/AHD
Wills:
A will ensures that your assets are distributed according to your wishes after your passing. In Western Australia, If you or a loved one pass without a will, the law decides how your estate is divided, which may not align with your preferences. A will provides clarity and can prevent disputes among beneficiaries.
Enduring Power of Attorney (EPA):
An Enduring Power of Attorney allows you to appoint someone to manage your financial and property matters if you become incapacitated. In Western Australia, this ensures that your affairs are handled according to your wishes, preventing delays or court intervention during critical times.
Enduring Power of Guardianship (EPG):
An Enduring Power of Guardianship lets you appoint someone to make personal, lifestyle, and healthcare decisions if you become unable to. This document ensures your care aligns with your wishes, providing peace of mind that the right people can make decisions on your behalf in Western Australia.
Advance Health Directive (AHD):
An Advance Health Directive specifies your healthcare wishes if you’re unable to make decisions yourself. In Western Australia, it ensures your treatment preferences, including life-sustaining measures, are respected, avoiding confusion and ensuring your medical care aligns with your values.
Deceased Estates
Probate:
Probate is the legal process of proving a will’s validity, allowing the executor to manage and distribute the deceased’s estate. At Peel Legal, we assist in preparing and lodging probate applications, ensuring the process is smooth and all legal obligations are met efficiently, reducing the burden on grieving families.
Letters of Administration:
If a person passes away without a will, Letters of Administration may be required for someone to manage and distribute their estate. Peel Legal can guide you through this process, assisting with court applications and ensuring assets are distributed according to the law, minimising delays and complications.
Estate Litigation:
Disputes over a deceased estate can arise, whether related to the validity of a will or distribution of assets. Whether it is a contentious probate/letters of administration application, family provision claim or trustee directions, Peel Legal has handled it all. We can provide skilled legal advice and representation in these matters, working towards resolution through negotiation and litigation to ensure the best possible outcome for you.
Advanced Estate planning
Advanced Estate Planning
At Peel Legal, we provide comprehensive and forward-thinking estate planning solutions tailored to your unique circumstances. Beyond standard wills and powers of attorney, advanced estate planning ensures that your wealth, business interests, and assets are protected for future generations. Our experienced team can assist with the following:
Trusts:
A trust allows you to control how your assets are managed and distributed, either during your lifetime or after your passing. Peel Legal can help establish various types of trusts, including family and testamentary trusts, to ensure your assets are safeguarded, reducing the risk of disputes or challenges.
Asset Protection:
Effective asset protection involves structuring your estate to minimise risks such as creditors’ claims or family disputes. We provide strategies to shield your assets, ensuring your wealth is passed on securely to your intended beneficiaries while complying with Western Australian law.
Business Succession Planning:
For business owners, succession planning is crucial to ensuring a smooth transition when you step down or pass away. Peel Legal can assist in creating a comprehensive succession plan that outlines how your business will be transferred or managed, minimising disruption and protecting your business legacy.
Taxation and Superannuation Strategies:
Estate planning isn’t just about passing on wealth—it’s also about doing so in a tax-efficient manner. At Peel Legal, we can work collaboratively with your financial advisers to minimise tax implications for your estate and beneficiaries, as well as structuring your superannuation benefits to ensure they align with your broader estate plan.
Costs
Fees (GST inclusive):
Standard Will – $330
Pension Will* – $285
Urgent Will – hourly rates applicable, subject to a minimum cost of $550
Amend Will** – $240
Enduring Power of Attorney – $240
Enduring Power of Guardianship – $240
Advanced Health Directive*** – $240
Revocation of EPA – $240
Administration fee for registration of EPA^ – $44
Initial Advice Appointment (probate, LOA and other estate matters) – $240
Probate Application – $1,750 plus disbursements
Letters of Administration Application – $2,970 plus disbursements
Start Your Legal Journey | Initial Consultation $240
Worried about the price? Learn more
* Pension/Social Security card must be presented prior to appoinment for pension discount to apply
** Previous will must have been prepared by us for amendment costs to apply. Otherwise, standard will or pension will costs will apply
*** Please consult with a suitable medical professional prior to appointment
^ Does not include Landgate filing fees as determined by Landgate