The Estate & Legacy Hub.

Protect Your Legacy, Plan Your Future

"A legacy is etched into the minds of others and the stories they share about you." – Shannon Alder

Explore our Estate & Legacy articles and resources


Do I need a lawyer for estate planning?

While you can technically create some basic estate planning documents yourself, it's highly recommended to consult with an estate planning attorney. They can provide personalised advice, ensure your documents are legally sound, and help you navigate complex situations.

When should I start estate planning?

It's never too early to start estate planning. Ideally, you should create or update your estate plan whenever you experience a major life event, such as marriage, divorce, the birth of a child, or a significant change in your financial situation.

What are the different types of trusts?

There are many types of trusts, including:

  • Revocable Trusts: Can be altered or dissolved by the grantor during their lifetime.
  • Irrevocable Trusts: Cannot be easily changed once established.
  • Living Trusts: Created during the grantor's lifetime.
  • Testamentary Trusts: Created through a will and take effect after death.

What is a trust, and how does it work?

A trust is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries. Trusts can be used for various purposes, such as minimising estate taxes, protecting assets for minors, or providing for loved ones with special needs.

What is probate?

Probate is the legal process of administering a deceased person's estate. This involves validating the will (if one exists), identifying and valuing assets, paying debts and taxes, and finally distributing the remaining assets to the beneficiaries.

What is a will, and why do I need one?

A will is a legal document that outlines your wishes for the distribution of your assets after your death. Without a will, your assets will be distributed according to the laws of intestacy, which may not align with your wishes.

Why is estate management important?

Proper estate management minimises stress and potential conflict for your loved ones during an already difficult time. It can also help reduce taxes and other expenses, ensuring that more of your assets go to your beneficiaries.

What is estate management?

Estate management involves the organisation, administration, and distribution of a person's assets after their death. This includes everything from property and finances to personal belongings and digital assets. It ensures that your wishes are carried out and your loved ones are taken care of according to your instructions.

What is legacy planning?

Legacy planning goes beyond just distributing assets. It encompasses your values, beliefs, and the impact you want to leave on the world. This could include charitable giving, establishing a foundation, or passing on family traditions and values.