Turner Hopkins can assist in how to plan, manage and protect your assets both during your lifetime and on your death.

About Our Estate Planning, Trusts & Wills Services

Ordering personal and legal affairs for peace of mind...

Trusts and Asset Protection

A trust is a legal relationship where a person transfers the legal ownership of an asset to another party for the benefit of a third party. There are several reasons for establishing a Trust such as sucession planning, relationship property protection, creditor protection, tax advantages, providing for family members with special needs and eligibility for residential care subsidy. However, Trusts are not for everyone, we can assist you with figuring out if it is right for you and how to set one up. Read more...

Wills

A Will is a legal document that is specific to you and directs others on how you would like your assets, personal possesions and estate distributed when you die. Every person over the age of 18 should consider preparing a Will and it should be updated and renewed every five years or when a significant life event happens. A Will is an important document to have and having a well drafted and thoughtout Will will not only give you peace of mind that your estate will be distributed how you wish but can also alleviate stress on your family during a difficult time. We can assist you in preparing your Will and making sure it is valid. Read more...

Estate Administration

Estate Administration is the process of carrying out a persons wishes as set out in their Will, obtaining probate (the legal authority to act on behalf of the deceased’s estate), getting in the assets, paying off any debts and distributing the assets as efficiently as possible. If a person does not have a Will, then Letters of Administration may be required in order to have the legal authority to deal with deceased persons affairs. Our estates team can advise you on your responsibilities and legal liabilities as an Executor and help with administration of an estate following death. Read more...

Enduring Power of Attorney (EPA)

An EPA is a legal document where you (the ‘Donor’) appoints a trusted person (the ‘Attorney’) to act on your behalf in certain situations. We understand that setting up an EPA can be a daunting task and we can help you understand all your options, what both types of EPA documents mean and that it meets all legal requirements to be legally binding. We can help reduce the risk of the Attorney missusing their powers and not acting in your best interest. Read more...

Retirement Villages

Over the last 10 years retirement villages have become an increasingly popular option for people looking for a change in lifestyle in their retirement years. Retirement villages are an attractive option because they can offer a good balance between living independently and having access to support and healthcare. Many elderly people view moving into a retirement village unit as a safe, secure and convenient way of life. However, the financial and opportunity costs involved in entering into a retirement village need to be carefully considered. We can help you with the process of moving into a retirement village and make sure you consider all your options before signing up to a licence to occupy. Read more...

Recent Reviews