Estate Planning & Probate
At Avant Law our Estate Planning and Probate team are ready to design a personalised strategy for you. Our goal is to provide you with peace of mind and security with our tailored legal advice.
Helping to protect your assets and manage your personal affairs
Throughout your medical career, there will be many aspects of your personal and practice life that change over the years. Ensuring peace of mind and security for your personal and family affairs is our priority. Our team understands the complexities that can arise from personal circumstances or the use of trusts, partnerships and corporate structures. We can provide you with a personalised plan to ensure that your estate, businesses and loved ones are protected for the future.
How we can help you
Here’s how our Estate Planning team provide support to doctors helping them protect their assets and manage their personal affairs.
Wills and powers of attorney
We will help you achieve peace of mind that you have taken care of your loved ones in protecting your legacy. The team can prepare standard wills, wills with testamentary trusts and powers of attorney, all tailored to your specific situation.
Probate and contested estates
Our expert lawyers provide support to help clients apply for probate, manage and distribute the estate, or assist with contesting or defending a will.
Superannuation
With superannuation balances increasing, they are an important part of your Estate Planning strategy. We can advise you and prepare binding death benefit nominations appropriate for your circumstances
Trusts and business succession
Whether your assets are personally owned or held in entities, such as companies, family trusts, unit trusts or self managed superannuation funds, we can assist. We can provide expert advice about the suitability for establishing new entities and review the governing documents for existing entities, to make sure that they are consistent with your estate planning strategy
Your estate planning resources
Enjoy our range of estate planning resources. From expert articles, tailored checklists to past webinars we are here to help.
About Michael
Michael Mobberley is a Special Counsel at Avant Law, based in Sydney. He holds a Masters in Commercial, Corporate and Taxation Law is an Accredited Specialist in Wills & Estates. He is committed to helping individuals and businesses navigate the complexities of property and business transactions and has experience over a number of industries. With a strong focus on protecting client interests and achieving long term stability, Michael seeks to provide peace of mind to all of his clients.
About Rachel
Rachael is a Law Clerk in Avant Law's Estate Planning & Probate team, based in Melbourne. Rachael has over 20 years’ experience in this area, assisting to implement tailored estate planning strategies for a variety of clients with differing requirements.
Whether you simply require wills with standard provisions or more complex wills that incorporate testamentary, protective or disability trusts and powers of attorney or need to also consider your superannuation or the succession of companies and trusts, Rachael can assist with creating your plan and drafting your estate planning documents.
Estate Planning Review Checklist
Review your estate planning circumstances and documents to ensure they remain appropriate and effective with our expert's checklist.
Navigating Estate Planning: 6 tips for medical practitioners
Medical professionals are often busy caring for others and can overlook or delay protecting their legacy. Our article will guide you through 6 expert tips.
Vulnerable Beneficiaries Webinar
If you have a loved one who is unable to manage their own finances, hear from Jennifer Jackson about how your loved one’s inheritance can be protected from poor decision making or exploitation by a third party and structured to reduce any impact on their disability support pension eligibility.
IMPORTANT: Avant Law Pty Limited is an incorporated legal practice and not a partnership. Liability limited by a scheme approved under Professional Standards Legislation. Legal practitioners employed by Avant Law Pty Limited are members of the scheme.
