Welcome to Cooper Grace Ward Lawyers and thank you for choosing us to help you with your estate planning.

Our team will provide you with assistance on estate planning and asset protection matters, as well as related revenue and superannuation issues.

The team provides an innovative range of services including:

• commercially focused estate planning advice and documentation
• risk management advice and strategies
• advice on capital gains tax, GST, estate tax and general tax issues
• superannuation documentation, planning and compliance advice
• business succession arrangements
• advice and assistance with general commercial, company and trust matters
• protection for children with special needs.

We are happy to work together with your accountant or financial planner to design the most appropriate estate plan for your particular situation.

Cooper Grace Ward can also assist you with:

• family law matters
• property sales, leasing and acquisition
• insurance advice
• litigation and dispute resolution.

We look forward to working with you.

Preparing for our estate planning meeting

Here are some documents that you might want to look at before our meeting:

• Estate planning – what to consider
• Estate planning – why it is more than just a Will
• Testamentary trusts – features and operations
• Enduring Powers of Attorney – appointing an attorney.

Checklist of things to bring to our meeting

To ensure you get the most out of our time together, please bring the following with you:

• photo identification
• family trust deed and variations
• copy of your old Will
• superannuation fund deed and variations
• binding death benefit nomination
• financial statements for
  
  • family trust
  • superannuation fund
  • company

• member statement for your superannuation fund
• company constitution (or memorandum and articles)
• Enduring Powers of Attorney
• Advance Health Directive.

Further information and where to find us

Read more about our succession and estate planning services.

Coming in to meet with us? View a map and parking locations.