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Wills & Estates

What's involved in Wills and Estates Planning?

Wills and estates planning is about ensuring your assets (including your property) are protected and distributed according to your wishes. Our comprehensive approach covers three essential documents:

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Your Will:

  • Details how your assets will be distributed after your death
  • Names guardians for minor children
  • Appoints executors to manage your estate
  • Includes specific provisions for property and valuable assets
  • Ensures your wishes are legally binding and enforceable

Enduring Power of Attorney (EPOA)

  • Allows you to appoint someone you trust to make financial and legal decisions if you become unable to do so
  • Covers property transactions, banking, investments, and other financial matters
  • Remains valid even if you lose mental capacity
  • Essential protection for property owners

Binding Death Nomination

  • Directs your superannuation fund to pay your super benefits to specific beneficiaries
  • Bypasses the fund trustee's discretion
  • Ensures your super goes where you intend, not where the fund decides
  • Can represent a significant portion of your total estate

Why do these work together?

Your property, superannuation, and other assets need coordinated planning. Without proper estate planning, your loved ones may face delays, additional costs, and uncertainty about your wishes. Our fixed-price package ensures all three documents work together seamlessly to protect everything you've worked hard to build. When challenges arise, we have qualified lawyers on our team with the resources to resolve any issues quickly.

When do you need to consider your will?

 

  • Just purchased your first home
  • Added to your property portfolio
  • Family circumstances have changed
  • Existing will is over 5 years old
  • Moving to Queensland from another state
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The Cozee Advantage

  • Property-focused expertise - We understand how your property fits into your overall estate
  • Same team, complete service - The lawyers who helped you buy can help you protect
  • Brisbane-based knowledge - Deep understanding of Queensland succession law
  • Transparent pricing - No hidden fees or surprises
  • Ongoing relationship - We're here when life changes require updates

     

    Get in touch today - receive an instant quote or call us to discuss your wills and estate planning needs.