Estate Planning Services in Sydney 

Wills and estates planning is the process that protects assets during your lifetime and helps to effectively distribute them after death. As your local advisers in estate planning, Clive Mills & Associates will provide advice and experience to help you meet your wishes.

Things to Consider

In the modern legal environment, estate challenges occur both because of disputes and unclear or deficient planning. A clearly laid-out and well-defined estate management process can help to avoid this, reducing the risk of expensive legal battles for your loved ones. 

Our Estate Planning Services

We can help you create a management plan to meet your needs. Our advisory services cover a full spectrum of considerations for estate management, which will ensure that:

  • The assets and resources accumulated throughout your lifetime (“your estate”) are passed to your intended beneficiaries;
  • Protection is provided to vulnerable beneficiaries such as young children, grandchildren or other dependents; 
  • The tax payable upon your death is minimised according to lawful tax minimisation and applicable tax concessions; 
  • Your wealth is protected from claims against your estate and against your beneficiaries estates; 
  • Appropriate superannuation nominations are in place; 
  • Potential for legal claims made against your estate are limited; 
  • A plan for the management of your affairs should you be legally unable to do so is put in place – this accounts for health or other issues during your lifetime; 
  • Your estate management plan achieves your succession planning objectives.

For more information or any advice you may need on estate planning, call our expert team of wills and estates lawyers on (02) 9199 0735. We’ll be happy to assist and provide any guidance you may require. 

Call us on (02) 9199 0737 or send an email to cjm@cmalegal.com.au for assistance.  

“Clive Mills Pty Ltd t/as Clive Mills & Associates – Liability limited by a scheme approved under Professional Standards Legislation ABN No. 61 118 894 787”

Scroll to top