Do you mean you want an overview of estate‑planning services available in Australia (what’s offered, costs, who provides them and how to choose), or do you want recommendations/contacts for specific providers? Below is a concise, practical overview you can use right away.
What “estate planning services” cover in Australia
- Preparing a valid Will (and updates, testamentary trusts, advice about intestacy). (owenhodge.com.au)
- Enduring Power of Attorney / general power of attorney (appoint someone to manage financial affairs if you lose capacity). (nsw.gov.au)
- Enduring guardianship / advance care directives (who makes health/lifestyle decisions). (owenhodge.com.au)
- Trusts and testamentary/discretionary trusts for asset protection and tax/succession planning. (petergell.com.au)
- Superannuation binding death nominations and advice on how super interacts with estate administration. (doylewilson.com.au)
- Probate and estate administration (applying for probate, distributing assets, executor services). (LawTap.com)
- Will disputes / family provision claims and litigation support. (theaustralian.com.au)
Who provides these services
- Specialist wills & estates / elder‑law solicitors and boutique firms (face‑to‑face or remote). (owenhodge.com.au)
- Larger commercial law firms with succession teams. (doylewilson.com.au)
- Public Trustees / Public Guardians in each state/territory (help with forms, acting as attorney or executor in some cases). (ptg.act.gov.au)
- Online will‑and‑estate platforms and marketplace services that connect you to lawyers (convenient for simple estates). (LawTap.com)
Typical process (practical steps)
- Gather documents: asset list, liabilities, super details, existing estate documents, family tree and beneficiaries. (doylewilson.com.au)
- Meet an estate lawyer or planner to discuss goals (who you want to benefit, guardians for minors, tax/asset protection, aged‑care implications). (petergell.com.au)
- Draft Will and related documents (testamentary trust if needed), prepare enduring power of attorney and advance care directive. (nsw.gov.au)
- Execute documents correctly (state rules on witnesses and registration vary — follow local requirements). (wa.gov.au)
- Store originals securely, give copies to trusted people (and update regularly after major life events). (owenhodge.com.au)
Costs — what to expect
- Simple wills and basic documents: many solicitors or online services charge a modest flat fee; online DIY/assisted wills are usually cheaper but less suited to complex estates. (LawTap.com)
- Solicitor rates vary: complex estate planning (testamentary trusts, business succession, cross‑jurisdictional assets) can cost substantially more and often involves hourly rates. Aged‑care/elder law specialists commonly charge in the professional legal range. (petergell.com.au)
- Contesting a will or litigation is expensive — contested matters can cost tens to hundreds of thousands for the parties involved. (If avoiding disputes is important, communicate intentions and get professional advice.) (theaustralian.com.au)
Important legal points and cautions
- Many aspects (forms, witnessing, registration of POAs affecting land) are state/territory specific — check local rules when you execute documents. (wa.gov.au)
- “Enduring power of attorney” laws differ between jurisdictions, and national consistency is an issue being raised by experts and the Australian Human Rights Commission. That makes specialist, local advice valuable. (humanrights.gov.au)
- Superannuation death benefits are often paid outside the estate to the fund’s nominated beneficiaries — a binding nomination may be necessary to ensure your intentions are followed. Get adviser help for super issues. (doylewilson.com.au)
How to choose a provider
- For straightforward wills: an accredited solicitor or reputable online service. For anything complex (family trusts, business succession, blended families, significant assets, interstate/overseas assets, likely family provision claims) use a specialist wills/estate lawyer with relevant experience. (LawTap.com)
- Look for credentials: experience in wills & estates, membership of STEP or local Law Society, client reviews, published checklist or estate‑planning review. (campbellco.com.au)
- If cost is a concern, ask for a written scope and fixed‑fee quote for the documents you need.
Practical tips to reduce disputes and problems
- Keep your Will up to date after marriage, divorce, births, deaths and major asset changes. (owenhodge.com.au)
- Consider leaving a short letter of explanation to beneficiaries (not legally binding but can reduce surprise and conflict). (theaustralian.com.au)
- Use professional drafting for complex matters (testamentary trusts, blended families, business succession) to reduce successful family provision claims. (doylewilson.com.au)
If you’d like, I can:
- Find vetted wills & estates lawyers in a specific Australian city (Sydney, Melbourne, Brisbane, Perth, Adelaide, Hobart, Canberra or Darwin) and list 3–5 options with short notes (cost range, specialists).
- Or provide a simple checklist/template of documents and questions to bring to an initial meeting with an estate lawyer.
Which of those would you prefer?