Wills and Estates

Your marital status, financial status, the nature of your assets (and liabilities), and the financial security of the proposed beneficiaries of your estate can have an important impact on the effective planning of your estate.

We have the commercial legal background and the experience in drafting wills and other documents to determine the best solution to make sure that you protect both your assets and your family and friends and allocate your assets upon your death in the most appropriate manner.

We also have extensive experience in the administration of estates and contested estates litigation. This gives us a very practical understanding of these issues.

Obligations under the law to family members and other dependants also need consideration and for some people the tax consequences of the succession process are critical.

Our lawyers can work closely with financial advisers and tax experts to investigate the regulations and issues surrounding your estate plan and work with you to make sure that you understand the implications. We can:

  • draft wills or advise on current wills
  • set up testamentary trusts
  • prepare and register powers of attorney
  • prepare enduring guardianships
  • keep safe custody of your will
  • advise on superannuation aspects relating to your estate planning
  • administer estates
  • advise beneficiaries on entitlements under a will
  • defend or make claims upon an estate under the Succession Act (NSW)

We can also provide trustee services or executorial services if required.

Try our DLS online estate planning tool.
Confidential and simple to use.

The DLS Online Planning Assistant allows you to start your estate planning project simply and confidentially. It is an interactive form that you can complete in your own time. You can also stop and resume the form if you need further time. You can also attach documents (like family trust deeds) if you have them. Once completed we will contact you to complete the project.

Click here to start

Enquire now

Testimonials

I have been in business since 1974. For the first 6 years I had a partner, and DLS did a remarkable job helping me negotiate our partnership agreement.

In 1980 I decided to split from the partner and again DLS were very helpful in negotiating the breakup of the agreement.Since 1970 I have bought and sold several properties. All the transactions were handled by DLS and because they are so thorough with their work I have never had a problem, with any of them.

I have also bought several commercial properties over the last 40 years and again, all of the deals were handled with the assistance and expertise of DLS. They have also handled the leasing of the properties since we acquired them.

Over the past 40 or so years I have also had a couple of complex litigation matters. One particular problem involved a licensing arrangement with a UK distribution company. DLS were very helpful in terms of the legal strategy to be adopted throughout, and when we did ultimately resolve the matter, DLS prepared and negotiated the terms of settlement on our behalf.

I have also had countless phone calls to DLS over the years, seeking advice on a range of commercial matters. They are always helpful, businesslike, and friendly.

Since I commenced with them 43 years ago, I have never been to another lawyer.

I trust we will be working together for many years to come

Allan M

Over the years my accounting firm has referred many legal matters to DLS - including commercial matters, business structuring, land tax matters, complex estate planning matters, and deceased estate administration matters.

I have also worked closely with the senior lawyers at DLS in many of these matters. They always have a broad grasp of the legal issues at hand but what really sets them apart is that they present the issues in a very practical and commercial way. I would not hesitate to refer my clients to DLS in the future."

Jonathon I

I have been referring my clients to David Landa Stewart for many years.

These have been for straightforward conveyancing matters as well as more complex lending proposals.

They have always provided my clients with the highest level of service and attention to detail.

I can strongly recommend them and I will continue to send my clients to David Landa Stewart

David C
Read more

Copyright © 2022 | David Landa Stewart Pty Limited | All rights reserved