Wills and Estate Planning
Protect your loved ones, record your wishes and make sure your estate is dealt with clearly and carefully.
Kalde Legal assists individuals, couples, families and business owners with wills, estate planning, probate, executor guidance, powers of attorney and related estate matters.
Estate planning helps give your family clarity when it matters most.
Need a Will?
Prepare a clear Will that records who should administer your estate and who should receive your assets.
Updating an old Will?
Review your Will after marriage, separation, retirement, property changes, family changes or business changes.
Executor or probate issue?
Get practical guidance about probate, estate administration, executor duties and beneficiary communication.
Making a Will: protecting your loved ones
A Will is one of the most important legal documents you can make. It records your wishes, appoints the person who should administer your estate and helps direct what happens to your property after you die.
If you have a valid Will, your property can be distributed according to your instructions. If you die without making a Will, your estate may be dealt with under a statutory formula, which may not reflect what you would have wanted.
Kalde Legal helps you prepare a Will that reflects your family circumstances, assets, wishes and future planning needs.
Wills and estate planning services
Choose the area that best matches your matter, or contact Kalde Legal if you are not sure where to start.
Preparing a Will
Advice about executors, beneficiaries, specific gifts, blended families, property, digital assets and personal wishes.
Updating a Will
Review and update an existing Will after major family, personal, property, business or financial changes.
Estate Planning
Consider your Will as part of a broader plan involving powers of attorney, superannuation, business assets and digital assets.
Probate & Estates
Guidance for executors dealing with probate, estate assets, beneficiaries, estate debts and administration steps.
Will Disputes
Advice if you have been left out of a Will, are concerned about an estate or need urgent guidance about time limits.
Digital Assets
Plan for cryptocurrency, online accounts, family photos, cloud storage, social media and digital business assets.
Plan before it becomes urgent
Estate planning is easier when decisions are made calmly and clearly.
Think beyond the document
A Will should sit within a broader plan for your family, assets and wishes.
Review and update
Your Will should be reviewed when your life, assets or family circumstances change.
Do not leave your family with uncertainty
A properly prepared Will and estate plan can help protect your wishes, reduce confusion and make the administration of your estate easier for the people you leave behind.
What is estate planning?
Estate planning is the process of making arrangements for your assets, wishes and decision-making if you die or lose capacity.
A Will is an essential part of estate planning, but it may not be the only document or issue to consider. Depending on your circumstances, your estate plan may also involve powers of attorney, advance health directives, superannuation death benefit nominations, trust arrangements, business interests and digital asset instructions.
Kalde Legal helps you understand which documents and decisions are relevant to your situation.
Your estate plan may consider
How the Will creation process works
Our process is designed to make preparing or updating your Will clear and practical.
Consultation
We discuss your family, assets, wishes, existing documents and estate planning concerns.
Advice
We explain your options and identify the issues your Will should address.
Drafting
We prepare your Will or estate planning documents for your review.
Signing
We guide you through review, signing and safekeeping of the final documents.
Estates and probate
After a person dies, the executor named in the Will may need to apply for a grant of probate. Probate is a Court process that confirms the executor’s authority to deal with the estate.
The executor may then need to identify assets and liabilities, communicate with beneficiaries, pay debts, collect estate property and distribute the estate according to the Will.
If a person dies without leaving a Will, the process is different and a person may need to apply to be appointed as administrator of the estate.
Executor issues may include
Have you been left out of a Will?
In some circumstances, a person may be able to challenge a Will or make a claim if they have been left out or have not been adequately provided for.
Will disputes can involve spouses, former spouses, children, dependants or people who lived with or were financially dependent on the deceased person.
Time limits can be short, so it is important to seek advice quickly if you believe you may have a claim or if an estate dispute has arisen.
Important
If you have been left out of a Will or are concerned about an estate, do not wait. Estate dispute timeframes can be strict, and early advice can make a significant difference.
Wills for families, retirees and business owners
Different life stages create different estate planning issues. A young family may need guardianship and asset protection planning. Retirees may need to review superannuation, powers of attorney and health decisions. Business owners may need to consider succession, company assets, trusts, intellectual property and digital records.
A good Will should reflect your real life — not just a standard form. We help you consider the issues that matter to your family, assets and future plans.
Common reasons to review your Will
Related estate planning pages
These pages may help if you want more detail about the Will process, digital assets, estate planning or retirement planning.
The Will Creation Process
Learn what happens from initial consultation through to drafting, review, signing and safekeeping.
Digital Assets and Your Will
Plan for cryptocurrency, online accounts, cloud storage, family photos and digital business assets.
Estate Planning Lawyer Hervey Bay
Estate planning advice for wills, powers of attorney, advance health directives, probate and executor guidance.
Frequently asked questions
Why do I need a Will?
A Will helps record who should administer your estate and who should receive your assets. Without a Will, your estate may be dealt with under a statutory formula that may not reflect your wishes.
What is estate planning?
Estate planning is the process of making arrangements for your assets, decision-making and wishes if you die or lose capacity. It may include a Will, powers of attorney, superannuation planning, digital asset instructions and related documents.
When should I update my Will?
You should consider updating your Will after major life changes such as marriage, separation, divorce, births, deaths, retirement, property changes, business changes or significant changes in family circumstances.
What is probate?
Probate is a Court process that confirms an executor’s authority to deal with the assets of a deceased person’s estate.
Can a Will be challenged?
In some circumstances, a Will can be challenged or a family provision claim may be made. Time limits can be short, so legal advice should be obtained promptly.
Should digital assets be included in estate planning?
Yes. Digital assets such as cryptocurrency, online accounts, cloud storage, family photos, websites and social media should be considered as part of a modern estate plan.
Speak with an estate planning lawyer
Contact Kalde Legal for practical advice about preparing or updating your Will, planning your estate or administering an estate.
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Hervey Bay Solicitors
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