Wills & Estate Planning
Legal expertise to ensure that the wealth you accumulate during your lifetime is passed onto the people you choose.

Wills & Estate Planning


Background

A sound Estate Plan is the only way to ensure that the wealth you accumulate during your lifetime is passed onto the people you choose. Estate Planning provides security for those who are close to you and for those you are responsible for, and may avoid unnecessary difficulties upon your death.

The types of tasks and issues that an Estate Planning specialist can assist with include:

 

  • Personal Estate Planning including Wills
  • Enduring Powers of Attorney
  • Advanced Health Directives
  • Deceased estate administration
  • Estate dispute resolution and litigation
  • Trust disputes and administration
  • Enduring powers of attorney
  • Applications to the Guardianship and Administration Tribunal
  • Advice on aged care agreements.

 

OUR advisOr NETWORK

PT Partners works closely with a number of trusted lawyers in this area. The firm we recommend to you will depend on your circumstances, requirements and the complexity of your affairs.
    
View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning. The founders of View Legal are committed to building a law firm that their friends would choose. View Legal is results focused and passionate about delivering solutions in a way that aligns with their service and price satisfaction guarantee. 
 
Spink Legal is an estate and commercial legal practice, located in Fortitude Valley. They provide advice to individuals and small to medium businesses.  By developing strong relationships with their clients and their professional advisors, Spink Legal ensures that the many elements of their client’s affairs are covered in a cost efficient, streamlined and collaborative way.
    
McInnes Wilson is one of the largest Queensland-based law firms, located in the Brisbane CBD, and on the Gold & Sunshine Coasts. Their Estate Law team, headed by Fred Smith, delivers specialist legal advice in all aspects of increasingly complex estate and trust law.

 

nEXT STEP

Start by talking to your PT Partners advisor. Once we've understood your circumstances and requirements, we'll guide you on the legal firm we believe will be best suited for the task.
  
We can then contact the chosen legal firm on your behalf, brief them on your circumstances, and put them in touch with you to arrange a meeting.

Contact us by email or call us on 07 3808 4499
Level 3, Plaza Chambers, 15 Dennis Road, Springwood, QLD 4127