Wills, trusts, powers of attorney, and business succession.
Every matter is handled directly by Sam. Every quote is a fixed fee. Every document is explained in plain English before you sign.
For Individuals and Families
Wills, powers of attorney, advance care directives, and the trusts that protect the people you love.
Wills
A clear, legally sound will drafted with your family's circumstances in mind.
Learn moreTestamentary Trusts
A testamentary trust turns your will into a shield - protecting beneficiaries, unlocking tax advantages, and keeping assets inside the family.
Learn moreEnduring Powers of Attorney
An EPA lets someone you trust manage your finances if you lose capacity.
Learn moreAdvance Care Directives
If you can't make medical or lifestyle decisions for yourself, an advance care directive lets your loved ones follow the choices you would have made.
Learn moreProtective Trusts
When you want to leave an inheritance, but you're worried about how it will be used, a protective trust gives you a way to provide - without losing control of the protection.
Learn moreSpecial Disability Trusts
For parents of a child with severe disability, a special disability trust lets you provide financially without affecting their Centrelink benefits.
Learn moreGifts in Wills
Specific bequests, charitable gifts, family heirlooms - we draft the clauses that make sure what you want to give actually ends up where you meant it to go.
Learn moreRights of Residence
Let your partner stay in the family home after you're gone, while still making sure the house eventually passes to your children.
Learn moreFor Trusts
Trust deeds, amendments, reviews, and appointor succession for family and discretionary trusts.
For Business Owners
Business succession planning, shareholder agreements, company constitutions, and strategic restructuring.
Business Succession Planning
Selling, stepping back, passing to family, or planning for the unexpected - a proper succession plan turns a vulnerable business into a durable one.
Learn moreCompany Constitutions
Most Australian companies run on the replaceable rules - a generic default that wasn't designed for your business.
Learn moreShareholder Agreements
A good shareholder agreement is the document no one reads until something goes wrong - and then it's everything.
Learn moreStrategic Restructuring
Whether you're planning a sale, preparing for family succession, or just cleaning up a structure that's grown organically, strategic restructuring puts your business on firmer ground.
Learn moreNot sure which service fits?
Start with a free 20-minute call. Sam will listen to your situation and point you in the right direction - even if that means not working with us.
Book a Consultation