Estate & Succession Planning

Estate & Succession Planning is more than just preparing a set of documents. It provides clarity about how your wealth, assets and businesses will pass to the next generation and ensures the people you care about are protected if something happens. A proper Estate Plan addresses what happens in the event of your incapacity and ensures your family is provided for in the event you are unable to do it yourself.

We provide strategic Estate & Succession Planning advice to individuals, families and business owners who want certainty around how their affairs are structured. Our work often involves complex estates, including multi-entity asset structures exceeding $25 million, multi-generational farming enterprises and blended family arrangements.

Our Estate & Succession Planning services include:

Wills and testamentary trust structures (including Special Disability Trusts)
Enduring Powers of Attorney and Appointments of Enduring Guardianship
Asset protection strategies
Intergenerational wealth planning
Succession strategies for family businesses and private investment structures

Our goal is to deliver practical, tailored advice that reflects your full circumstances. We do not provide a one-size-fits-all approach.

Family Office Succession

For families with significant assets or complex investment structures, Estate & Succession Planning requires careful coordination across multiple legal, financial and governance disciplines. We advise families and family offices on long term strategies that support continuity, clarity and stability across generations.

Our work includes:

Intergenerational wealth transfers
Governance frameworks for family assets
Ownership and control transitions
Coordination with accountants, financial advisers and trustees
Structuring assets for long term continuity

Our focus is on ensuring family wealth and investments transition smoothly across generations with minimal disruption.

Agricultural Business Succession

Succession Planning for farming and agricultural enterprises brings unique challenges. Land, business operations and family relationships are often deeply intertwined, and getting the balance right matters.

We help farming families develop succession strategies that support both the business and the family, including:

Farm ownership and operating structures
Transition of management and control
Intergenerational transfer of agricultural land
Strategies to reduce the risk of family disputes
Estate planning for farming enterprises
Planning for children not currently involved in the farming operations

We formulate plans to protect the long term viability of the business while giving the next generation a clear, workable path forward.

Ready to Talk?

If you have a legal matter you’d like to discuss, get in touch with our team. We’re based in Coledale and advise clients across the Illawarra, Sydney, Southern Highlands and Southern Tablelands.