Wills & Estate Planning

Wills & Estate Planning

Carefully drawn wills, enduring powers of attorney and considered succession planning — practical advice for individuals, couples, business owners and blended families across Ringwood and Melbourne's eastern suburbs.

Older couple reviewing documents and a laptop at home while planning their affairs

An overview

A well-prepared will and a current set of enduring documents protect those you provide for and reduce the burden on family during difficult times. We prepare wills that reflect your circumstances clearly, anticipate the foreseeable, and stand up to scrutiny.

Services covered

  • Simple and complex wills, including for blended families and business owners.
  • Testamentary trusts for asset protection and tax-effective distribution.
  • Enduring powers of attorney (financial and personal).
  • Appointments of medical treatment decision makers and advance care directives.
  • Reviews of existing wills following marriage, separation, divorce or a significant change of circumstances.

When to seek legal advice

  • You do not have a will, or your will is more than a few years old.
  • You have married, separated or divorced — marriage and divorce both affect existing wills.
  • You have welcomed children or grandchildren, or have a blended family.
  • You own a business, hold significant superannuation, or have assets held through trusts or companies.
  • You wish to appoint someone you trust to make financial or medical decisions if you cannot.

Frequently asked questions

Does marriage or divorce affect my existing will?
Yes. Marriage generally revokes a prior will (subject to limited exceptions), and divorce affects gifts to and appointments of a former spouse. Both events warrant a review.
What is an enduring power of attorney?
An enduring power of attorney allows a person you trust to make financial or personal decisions on your behalf and continues to operate if you lose capacity. Different documents cover different types of decisions in Victoria.
Should I consider a testamentary trust?
Testamentary trusts can offer asset protection and tax planning benefits, particularly where beneficiaries are minors, vulnerable, or in higher-risk occupations. They are not necessary for every estate — we advise where they are warranted.

Enquiries

Speak with the office.

Ringwood appointments by arrangement. Initial enquiries are dealt with promptly.

Contact Holt & Macdonald

Local Practice

Holt & Macdonald has long provided quality legal services throughout Ringwood and Melbourne's eastern suburbs — including Mitcham, Heathmont, Croydon, Blackburn, Vermont and Wantirna — continuing through Parke Lawyers.

Accreditation & Standards

Holt & Macdonald Lawyers forms part of Parke Lawyers, an accredited specialist and ISO-certified legal practice.

Law Institute of Victoria Accredited Specialist — Holt & Macdonald Lawyers Ringwood
ISO 9001 quality management certification — Ringwood legal practice
ISO 14001 environmental management certification — Ringwood legal practice
ISO 45001 occupational health and safety certification — Ringwood legal practice