Making proper arrangements to ensure that your estate and non-estate assets pass to those intended is one of the most important things you can do for your family. It provides financial and practical certainty at a time when your family faces emotional distress and rapid change. Mellor Olsson is recognised as a market leader in estate and succession planning and estate administration, with one of the largest and most experienced teams in South Australia.
We can assist you in formulating an effective estate plan without making it unnecessarily complex or onerous.
Successful individuals utilise a range of entities and structures for investment and trading purposes, which means that modern estate and succession planning requires a sophisticated approach from a team of professionals. For this reason, we work closely with our clients' accountants and financial planners to achieve the best outcome.
We offer the expertise required to ensure a smooth and tax-effective transition of assets between generations, assisting clients with both simple needs and very complex requirements. With our regional presence and focus on the small to medium business sector, we have particular expertise in business succession planning and regularly advise on intergenerational family farm and small business restructures.
Mellor Olsson assists executors and beneficiaries with the administration of deceased estates and can perform the role of executor if required. We take the stress and complexity out of the administration process, assisting our clients with applying for a grant of probate, transferring property, redeeming investments, and managing superannuation assets.
Having an estate plan in place can avoid unnecessary expense and litigation. Contact the team today for peace of mind and trusted, expert advice.
- Download our Making a Will fact sheet 435KB JPG
- Download our Enduring Powers of Attorney fact sheet 435KB JPG
- Download our Advance Care Directives fact sheet 435KB JPG
- Download our Testamentary Trusts fact sheet 435KB JPG
- Download our Binding Death Benefit Nominations fact sheet 435KB JPG
- Download our Deceased Estates - When there is a Will fact sheet 435KB JPG
- Download our Deceased Estates - Where there is no Will fact sheet 435KB JPG
- Download our Digital Legacy fact sheet 435KB JPG