Wills & Estate Planning Balcatta

Q: Do you offer any additional services?

We also offer these services: Wills (including testamentary trust wills). Enduring powers of attorney, enduring powers of guardianship and advance health directives. Estate and succession planning. Business succession planning. Memorandum of wishes. Family discretionary trusts and trust variations. Unit trusts.

Our estate lawyers have extensive expertise in Balcatta wills, estate planning, and the complexities of estate law in Western Australia. With a strong focus on sound advice and personalised service, Lotus Legal is your go-to legal practice for all your estate planning needs.

    EXCELLENT  
  81 reviews

Senior couple signing wills & estate documents with Perth lawyers.

Perth couple signing will documents put together by local Perth lawyers.

Working With Us

Why Engage a Wills & Estate Planning Lawyer?

At Lotus Legal, we understand the importance of a seamless and efficient asset distribution process, which is why our lawyers for wills work diligently to expedite the probate proceedings, tackle any challenges, and mitigate potential conflicts. By offering personalised support and a deep understanding of estate laws, we strive to uphold the wishes of the deceased while alleviating the burden on their loved ones during this trying time.

Our team at Lotus Legal is skilled at handling probate, ensuring a smooth and efficient process for the distribution of your assets.

Our Services

Our Wills and Estates Services

At Lotus Legal, we specialise in providing comprehensive wills and estate services tailored to your unique needs and circumstances. Our team of experienced and dedicated lawyers for wills are committed to guiding you through the estate planning process, ensuring that your assets are protected and your family’s future is secure. From drafting and updating wills to navigating the complexities of probate, our experts stay up-to-date with the latest developments in estate law to deliver the highest quality professional advice and personalised service.

Comprehensive Estate Planning Services

Our estate planning lawyers in Balcatta offers a wide range of legal services, including drafting and updating wills, establishing family trusts, succession planning, jointly owned property arrangements, and providing guidance on inheritance tax and other legal issues. Our professional team at Lotus Legal is committed to delivering the right legal advice to protect your assets and secure your family’s future.

Perth Wills and Estate Lawyer

At Lotus Legal, our wills and estate lawyers specialise in all aspects of estate law, ensuring that your will is drafted and executed according to the legal requirements in Western Australia. Our professional advice and experienced team help minimise the risk of deceased estate disputes and contested wills, providing you with peace of mind that your estate will be managed according to your wishes.

Expertise in Estate Law

Wills Probate

We understand the importance of a seamless and efficient asset distribution process, which is why our lawyers for wills work diligently to expedite the probate proceedings, tackle any challenges, and mitigate potential conflicts. By offering personalised support and a deep understanding of estate laws, we strive to uphold the wishes of the deceased while alleviating the burden on their loved ones during this trying time.

Estate Planning Tools

Estate planning involves more than just drafting a will. It’s also essential to have estate planning documents that consider your preferences for medical treatment, personal care, and financial management in the event of incapacitation. An Enduring Power of Attorney, Enduring Power of Guardianship, and Advance Health Directive are essential legal tools that ensure your wishes are honoured in such situations. In our comprehensive fact sheet below, we will provide more in-depth information about these critical documents and their significance in your estate planning process.

Enduring Power of Attorney (EPA)

An Enduring Power of Attorney is a legal document that allows you to appoint a trusted person (or multiple persons) to manage your financial affairs, protect assets and make decisions on your behalf if you become incapacitated. The appointed person, known as the attorney, can make decisions regarding property, investments, and other financial matters. The EPA comes into effect when you are no longer capable of managing your affairs, and it remains valid even after you lose mental capacity.

Key features of an Enduring Power of Attorney:

Appoint a trusted individual to manage your financial affairs
Specify the powers granted to the attorney
Determine when the EPA comes into effect
The EPA remains valid even after the loss of mental capacity

Download EPA Factsheet »

Enduring Power of Guardianship (EPG)

An Enduring Power of Guardianship is a legal document that allows you to appoint a guardian (or guardians) to make personal, lifestyle, and medical decisions on your behalf if you become incapacitated. This appointed person, known as the guardian, can make choices regarding your living arrangements, healthcare, and personal services.

Key features of an Enduring Power of Guardianship:

Appoint a trusted individual to make personal and medical decisions
Specify the powers granted to the guardian
EPG only comes into effect in the event of a loss of mental capacity

Download EPG Factsheet »

Advance Health Directive (AHD)

An Advance Health Directive is a legal document that outlines your preferences for medical treatment, including life-sustaining measures, in the event you cannot communicate your wishes due to illness or incapacity. The AHD provides guidance to your healthcare providers and family members, ensuring that the professional manner of your medical treatment aligns with your values and preferences.

Key features of an Advance Health Directive:

Specify your medical treatment preferences
Provide guidance for healthcare providers and family members
Ensure your treatment aligns with your values and wishes
The AHD remains valid even after the loss of mental capacity

Download AHD Factsheet »

"By providing trusted legal advice delivered with care, compassion and understanding, Lotus Legal builds lifelong relationships so you feel truly supported, guided and reassured through life's big decisions."

Let Us Help

Professional Legal Advice and Personalised Service

At Lotus Legal, we believe in the importance of seeking professional legal advice for your estate planning needs. Our estates lawyers in Balcatta work closely with you to understand your unique circumstances and tailor our legal services accordingly. Our personalised approach to estate law ensures that your will and other legal documents accurately reflect your wishes and protect your assets.

Our dedicated team of wills and estate lawyers in Balcatta are committed to providing you with the highest level of professional advice and service. With a wealth of experience in estate law, our lawyers are equipped to handle even the most complex estate planning scenarios.

Happy family relaxing after completing their Will.

Get Started

Contact Lotus Legal

Balcatta: (08) 9305 9529

Rockingham: (08) 9527 5332

Lotus Legal are will and estate planning lawyers who make the process as pain-free and as easy as possible. We cut through the jargon and provide thoughtful advice tailored to your situation. Our comprehensive estate planning covers everything you need so you can rest assured your family will be taken care of after you’re gone.

FAQs

Common Questions

When is it time to get a Will?

As wills and estate planning lawyers, we believe you should always be prepared. Making your own will is particularly important if:

You updated your will 3 or more years ago (this means it could be out of date).
Your financial circumstances have changed.
You’ve recently married, separated or divorced.
You have a new child or grandchild.
You have acquired a new property or sold an existing property.
You have had a death of a spouse, child or grandchild.
You’re having a major operation or have a life threatening-illness.

How does a Will benefit you?

Do you have children you want to protect or assets you want secured? Making a will is the only way to ensure your estate is distributed to your intended beneficiaries in accordance with your wishes.

Making a will means you can:

Decide how your estate is distributed.
Choose who will take care of your children.
Avoid conflicts and potential challenges to your estate.
Avoid unnecessary delays and costs with finalising your estate.
Decide whether to exclude individuals who would otherwise be entitled to inheritance.
Make gifts and donations to individuals or organisations you wish to support.
Decide who is in charge of administering your estate.

Do you offer any additional services?

Will Preparation & Estate Planning News