Katrina Jacobs provides advice and assistance through each stage of the succession process in Estate Law.
- Preparing a will
- Preparing a Power of Attorney
- Preparing an Advance Care Directive
- Administering a Deceased Estate
- Applying for Probate
Each situation is affected by unique financial and personal factors. There are invariably tax liabilities to be managed and minimised.
There might also be debts, business interests, investments, shared property, insurance policies, beneficiaries with special needs—all of which require sensitive and careful consideration, whether one is drafting a simple Will, setting up a Testamentary Trust or distributing the proceeds of an Estate.