Case Studies
Book an appointment with us at a time and place convenient for you. We can meet in person or have a phone/skype/facetime conference ensuring we are available when you are. During this appointment we will discuss your wishes in more detail and ask questions. We may also review any documents.We recently visited a 91-year-old great-grandfather at his Northern Beaches retirement home. Upon reviewing his Will, we discovered it had several errors and was years out of date. By amending his will, this man’s wishes would now be carried out per his instructions, with his estate avoiding potential expensive litigation down the track.
We successfully rectified via mediation a deceased estate that contained a number of flaws such as leaving out key family members and not being signed correctly. Rectifying this in court would have directly and expensively impacted the estate itself, so this was a great result for our client and the beneficiaries.
A couple in their late 60’s approached us asking to check their wills and thank goodness they did. Both wills were over 30 years old and in desperate need of an update. We updated the Executors reworded their wills to reflect a change in circumstances, particularly around children and grandchildren.
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Neutral Bay Office
- LocationL1/1401 Botany Rd, Botany
NSW 2019 - Phone02 8052 3322