Inner West - Wills, Succession & Probate
Angophora Legal acts for clients in drafting wills, power of attorney and guardianship documents as well as advising clients on their estate and succession planning. Angophora Legal also acts for clients in obtaining Grants of Probate from the Supreme Court of New South Wales and acting in litigation involving contested estates, including family provision claims.
Angophora Legal provides affordable fixed fee services for drafting wills, powers of attorney and guardianships and acting for executors in obtaining a Grant of Probate.
Contact us for a confidential consultation and to obtain a quote.
Wills and Estates Legal Services for the following suburbs:
Annandale, Ashfield, Balmain, Balmain East, Birchgrove, Camperdown, Croydon, Croydon Park, Dulwich Hill, Enmore, Haberfield, Hurlstone Park, Leichhardt, Lewisham, Lilyfield, Marrickville, Petersham, Rozelle, St Peters, Stanmore, Summer Hill, Sydenham, and Tempe.
Succession Planning and Drafting your Will
The first step is to hold a comprehensive consultation identifying your wishes for what should happen to your assets and finances. Understanding your wishes and your personal circumstances is critical to ensuring a Will is professionally drafted to cater for any uncertainties and is individually tailored to your personal and family circumstances. We also draft Power of Attorneys and/ or Enduring Guardianship documents.
For more information, see our general Guide to Will Drafting.
In drafting your Will, Angophora Legal will carefully guide you through the following critical factors for successful Will drafting:
The role of Executor/s
Assessing assets and distributions plans
Superannuation and business interests
Requests for individual and family circumstances
Tax and/ or duty consequences for estates
Requirements for a valid legal Will
Challenges to validity of Wills
The operation of family provision claims
Testamentary trusts for beneficiaries
Signing and storage of Will document
Explaining the process of estate administration in NSW
Fixed Fee Solicitor Professional Fees for Will Drafting
| Professional Service | Fixed fee |
|---|---|
| Individual - Will only | $990.00 including GST* |
| Couple - Will only | $1,500.00 including GST* |
| Individual - Will/ Enduring Power of Attorney & Enduring Guardian | $1,650.00 including GST* |
| Couple - Will, Enduring power of attorney & enduring guardian | $2,000.00 including GST* |
| Individual - Testamentary Discretionary Trust Will, Power of Attorney and Enduring Guardian | $2,500.00 including GST* |
| Couple - Testamentary Discretionary Trust Will, Power of Attorney and Enduring Guardian | $3,000.00 including GST* |
* Additional fees apply where any of the following items are included in the will: 2 or more investment properties; a family business; a family trust; private shareholdings; a self managed super fund (SMSF) or where the asset value exceeds $5,000,000 (five million dollars).
Please do not hesitate to get in touch with our office to discuss your matter and to confirm the amount of the fixed fee service in advance.
Grants of Probate and Letters of Administration
Angophora Legal is here to walk you through each step of the process to ensure proper administration of an Estate including:
Collecting information about assets, debts and other financial matters
Drafting and filing of Court documents
Following Court procedures and liaising with the Court
Contacting banks and financial institutions
Obtaining appraisals and valuations
Advising executors on administering estates and record keeping
Communicating with beneficiaries
Responding to requisitions
Attend to any Estate related conveyancing including property transfers, sale of property, discharge of mortgages, removal of caveats etc.
Advice on estate taxes and duties
Legal advice and guidance on any disputes or claims
Fixed Fee Solicitor Professional Fees for Applications for Probate
| Professional Service | Fixed Fee |
|---|---|
| Application for a Grant of Probate (estate value up to $3,000,000) |
$2,500.00 including GST plus court filing fee |
| Application for Letters of Administration (estate value up to $3,000,000) |
$2,500.00 including GST plus court filing fee |
| Application for a Grant of Probate (estate value exceeding $3,000,000) |
$4,000.00 including GST plus court filing fee |
| Application for Letters of Administration (estate value exceeding $3,000,000) |
$4,000.00 including GST plus court filing fee |
| Estate related Conveyance |
|
| Property transfer(s) in addition to application | $450.00 plus GST and disbursements |
| Property sale(s) in addition to application | $1,700 plus GST and disbursements |
Note 1: Discounts may be arranged for multiple conveyance transactions pursuant to administration of an Estate when our firm is engaged for an application for a Grant of Probate or Letters of Administration
Note 2: Additional legal fees are payable for legal services provided in respect to any estate related litigation or disputes.
Estate Disputes & Litigation
Angophora Legal also acts for executors and claimants in estate litigation before the Supreme Court of New South Wales.
Angophora Legal acts in disputes involving:
Contested Wills;
Testamentary Capacity disputes;
Executor and Administration disputes;
Family Provision claims.
For more information about these types of claims, please see our Contesting a Will page.
Need Legal Advice?
Schedule a Free Consultation
The first step is arranging in-depth confidential consultation with you to understand and assess your case so that we can discuss the range of options available to you.
Call 02 9238 2274 or email info@angophoralegal.com.au to schedule an initial obligation free consultation.