Protect what you’ve built and who you’ve built it for with thoughtful, clear planning that secures your family’s future and your legacy.
Estate and succession planning is simply deciding for what happens to everything you own, and everyone who depends on you, if you pass away or can’t make decisions. It pulls together your Will, decision‑making documents and any plans for family businesses or investments into one clear roadmap.
Instead of leaving your family to guess what you would have wanted, it gives them a roadmap so they can focus on each other, not on paperwork or arguments.
A good estate and succession plan also looks at who can make financial and medical decisions for you if you can’t, how your superannuation, insurance and investments are passed on, and what should happen with any family business.
For some families, that might include setting up trusts to protect young or vulnerable beneficiaries, or to support children over time rather than handing them everything at once.
Estate planning covers what happens to your assets after you die. This includes your Will, tax strategies and how your wealth gets distributed.
Succession planning focuses on continuity during your lifetime, ensuring your affairs can be managed if you lose capacity and that responsibilities such as running a family business transition smoothly.
Most people benefit from both, as they work together to protect you and your family at every stage.
Once you have assets worth protecting or people depending on you, such as when you buy property, have children, start a business, or accumulate significant superannuation. If you’re asking the question, it’s probably time!
Every three to five years is a good guide, but sooner if your circumstances change such as marriage, separation, births, deaths, new assets, or shifts in family relationships. Laws evolve too, so regular reviews help ensure your plan remains effective, up-to-date and takes advantage of current tax strategies.
Our team of experienced lawyers operates from five locations across Perth and regional Western Australia. We’re local people who understand the area, backed by the expertise of one of WA’s most established firms. We take the time to listen, explain your options clearly, and guide you openly, providing reliable representation and quality advice at every step. Because every client deserves our full attention.
