Wills and Estate

Tax effective wills and estate planning using our unique interactive visual presentation system to help you tailor your superannuation nominations and other wealth according to your particular needs and objectives. David Wilson, one of Australia's leading accredited Estate Planning specialists, provides clear and straightforward advice to ease the succession process.

Interactive Visual Will Preparation

Our unique system allows you to see your will being created in real-time, ensuring complete understanding before signing. We provide comprehensive will preparation, estate planning strategies, testamentary trusts, superannuation nominations, and family trust structures.

Practice Leader David Wilson - Accredited Specialist

David Wilson is one of only 90 solicitors in NSW (as at October 2025) among 43,620 NSW solicitors. He holds Accredited Specialist status and the STEP Advanced Certificates in Trust Disputes, plus certification in Contentious Trust Disputes. With over 25 years of experience, he provides specialist expertise in complex estate planning for clients across NSW and Australia.

Our Comprehensive Services Include:

  • Simple and Complex Wills - Tailored to your specific circumstances and family situation
  • Testamentary Trusts - Protecting assets for children and vulnerable beneficiaries
  • Estate Planning Strategies - Minimizing tax and maximizing asset protection
  • Trust Dispute Resolution - Specialist expertise in contentious trust and estate matters
  • Superannuation Nominations - Ensuring your super goes to the right people
  • Family Trust Structures - Comprehensive planning for complex family situations
  • Regular Will Reviews - Keeping your will current with changing circumstances

Why Choose Our Visual Will System?

Our innovative approach sets us apart from other Australian lawyers. During your appointment, you'll see your will being created on a large screen presentation, allowing you to:

  • Understand every clause and provision in real-time
  • Make immediate changes and see their effect
  • Ask questions as your will is being drafted
  • Leave with complete confidence in your estate planning

The Importance of Professional Will Preparation

While DIY will kits might seem convenient, they carry significant risks. Improper execution, unclear language, or failure to meet legal requirements can make your will invalid or lead to unintended consequences which can be time consuming and costly to rectify. Our professional legal advice ensures your will is properly drafted, executed, and legally sound.

When to Update Your Will

We recommend reviewing your will every 3-5 years or after major life events such as:

  • Marriage or divorce
  • Birth of children or grandchildren
  • Significant changes in assets
  • Death of a beneficiary or executor
  • Moving interstate or overseas

Transparent Fixed-Fee Pricing

Our will preparation services use transparent, agreed fixed-fee pricing so you know exactly what to expect. Costs will vary depending on complexity, but we believe everyone should have access to proper estate planning. Contact us for a no-obligation quote tailored to your specific needs.

Ready to Secure Your Family's Future?

Contact our experienced team today to discuss your will and estate planning needs.

Call 02 4731 5311