Transitus Legal’s estate planning team is experienced with assisting clients of all backgrounds, including clients with simple and complex asset structures and diverse family structures. Estate planning is not a simple one size fits all approach, and our advice is tailored to each client to ensure that a bespoke estate plan is developed which suits your individual needs and requirements.
Whether your asset structure is simple or complex, or your family situation involves diverse dynamics, our team has the experience and expertise to create a plan that protects what matters most to you. From establishing Special Disability Trusts to advising on family trusts, superannuation, and self-managed superannuation funds, we’ll work with you to craft a plan that’s both comprehensive and personalised.
We also provide tailored estate planning packages for clients with business interests, including the inclusion of a Corporate Power of Attorney to safeguard the smooth operation of your business in the event of your death or incapacity.
A Testamentary Trust Will is an excellent way to protect your beneficiaries, ensuring that your hard-earned assets are shielded from third parties, such as creditors or family law claims. Testamentary trust wills can be tailored to suit your specific requirements and to ensure that your estate can benefit the intended beneficiaries in a tax effective and protective environment.
A Power of Attorney document allows you to appoint someone to make legal and financial decisions on your behalf, such as using your money to pay for your bills, including for any medical treatment, buy or sell real property or signing legal documents on your behalf. We ensure your Power of Attorney is set up with the right level of control and flexibility, tailoring the documents to limit the attorney’s powers or delaying their appointment until a doctor has deemed that you need assistance.
An Enduring Guardianship document ensures that trusted individuals are appointed to make important health, lifestyle, and medical decisions for you if are unable to do so due to incapacity. Ensuring that you have a valid Enduring Guardianship is crucial to ensuring that your loved ones can make timely and valid decisions relating to your health, lifestyle and medical needs if you cannot make these choices for yourself.
Our Advanced Medical Directive is a carefully crafted document designed to reflect your healthcare wishes when you're unable to make decisions for yourself. Developed from years of experience and countless client insights, it allows you to express your desires about medical treatment and end-of-life care, providing peace of mind for you and your family.
