At DB & Co Legal, we create tailored estates and succession strategies to protect you and your loved ones. Our expert team offers diligence, discretion and personalised care, ensuring your affairs are handled with the utmost professionalism and care.
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Wills
Creating a thoughtfully prepared will is essential for ensuring your succession plan reflects your intentions. At DB & Co Legal, we assist you in drafting a clear, legally sound document that directs how your assets will be shared after your passing. This process not only aligns with your personal wishes but also ensures compliance with your legal responsibilities, giving you peace of mind that your loved ones and estate are well-protected.
Trusts
Setting up a testamentary trust offers a strategic way to manage how your estate is distributed while safeguarding assets and reducing tax burdens. Our team guides you in establishing these trusts, which are created through your will, to provide lasting financial support and security for your beneficiaries and their families. This approach allows you to maintain control over your legacy and ensure it benefits those you care about most.
Estate Administration
Acting as an executor involves navigating a challenging role that blends legal duties with sensitivity toward the deceased and their beneficiaries. At DB & Co Legal, we provide comprehensive support to ease this responsibility, handling the intricate details of estate administration. Our assistance ensures the process runs smoothly, reducing stress for you during a difficult time while upholding the wishes of the departed.
Probate
Obtaining a Grant of Probate is a key step in validating a will and empowering the executor to manage the deceased’s estate. Our firm helps you secure this court approval, enabling the executor to gather assets and distribute them as intended. We guide you through this process to ensure everything proceeds efficiently and in accordance with the law.
Letters of Administration
When someone passes away without a will, known as dying intestate, managing their estate requires a court-issued Letter of Administration. We assist by helping you apply for this authority, appointing an administrator to oversee and distribute the deceased’s assets. Our support ensures this process is handled effectively, providing clarity and direction during an uncertain time.
Power of Attorney
Establishing a power of attorney allows you to appoint a trusted individual to make legal decisions on your behalf, a choice that carries significant responsibility. DB & Co Legal can help you set up this arrangement, ensuring it’s tailored to your needs and legally robust. We provide guidance to make this process straightforward and secure for you.
Advance Health Directive
Preparing an Advance Health Directive lets you document your preferences for medical care in case you’re unable to communicate them later. We assist in crafting this vital document, ensuring your healthcare wishes are clear and respected. Our support helps you plan ahead with confidence, knowing your future treatment aligns with your values.
Superannuation & Death Benefit Nominations
Deciding how your superannuation is handled after your passing is made easier with binding or non-binding nominations. We can help you create a binding nomination to instruct your trustee precisely, or a non-binding one to offer guidance while allowing flexibility. We work with you to ensure your super aligns with your broader estate goals.
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Contact us to chat, get things sorted and start achieving your goals.
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