Wills & Estate Planning
At KM Legal, we offer clear, practical and personalised estate planning services to clients in Penrith, and the whole Hawkesbury Nepean area.
We guide you through every step of the process with clarity and confidence, so you can make decisions that give you peace of mind now and in the future.
Whether you’re preparing a simple will, or navigating complex family structures, we take the time to understand your goals and ensure your wishes are legally documented and protected.
Wills
We prepare clear, legally valid wills tailored to your unique circumstances. Whether you’re leaving everything to one person, or dividing your estate among several beneficiaries, we help ensure your intentions are clearly recorded and properly carried out. We also give advice on provisions for guardianship of children, specific gifts, and strategies to minimise the risk of disputes.
Testamentary Trusts
A testamentary trust is a more advanced estate planning tool. It’s often used to protect vulnerable beneficiaries, reduce tax obligations, or control how an inheritance is distributed over time. We’ll help you determine whether a trust is appropriate for your situation and ensure the correct clauses are included in your will.
Powers of Attorney
A Power of Attorney allows someone you trust to manage your financial and legal affairs if you’re ever unable to do so yourself. We’ll guide you in choosing the right person and setting appropriate limits, and prepare documents that meet legal requirements.
Appointments of Enduring Guardian
This legal document allows you to appoint someone to make medical and lifestyle decisions on your behalf if you lose the ability to make them yourself. It’s a vital part of planning for the future and ensuring your values are respected, by allowing your guardian to act in your best interests.
Advance Care Directives
Also known as a “living will”. This document sets out your preferences for medical care and end-of-life treatment. We can help you clearly communicate your wishes in a legally recognised format, so that the people caring for you understand and respect them if you’re unable to speak for yourself.
Binding Superannuation Nominations
Superannuation doesn’t automatically form part of your estate. Without the right nominations in place, your super could be delayed, taxed, or paid to someone you didn’t intend. We’ll help you make binding nominations that ensure your super is paid directly to the right people, without delay or dispute.
Estate planning doesn’t have to be overwhelming. We take the time to understand your situation and explain everything in a simple and practical way, so that you can make informed decisions about your future. All of our Estate Planning services are focused on making sure your wishes are respected and your loved ones are legally protected.
Let’s make a plan you feel confident about. Book an appointment with an experienced Wills & Estates lawyer in Penrith today.