Wills and Lifetime PlanningVIC
This comprehensive legal publication allows practitioners to confidently prepare wills, powers of attorney, and advanced care directives for clients in Victoria.
3 Matter Plans
Overview
This comprehensive legal publication allows practitioners to confidently prepare wills, powers of attorney, and advanced care directives for clients in Victoria.
The guides follow comprehensive and methodical Retainer Instructions designed to assist with all matters, whether for a single client or complex families, including where the clients have an extensive or complicated asset portfolio.
The publication includes specific guidance on supportive attorney appointments, medical treatment powers, and support person appointments.
Precedents include various ways to deal with blended families, superannuation death benefits and rights to occupy.
The commentary, which has been prepared by experienced legal practitioners, includes discussion of tax treatment for superannuation, use of testamentary trusts, family provision considerations, and dealing with assets in multiple jurisdictions.
Lawyers can take the worry and risk out of will drafting and maximise its value to their practice by using this excellent and easy-to-follow publication.
Also included is 101 Succession Answers, which is a useful reference guide.
Precedents provided with this publication include:
- Wills for individual, spouses, and blended families, and that create testamentary discretionary trusts;
- Library of clauses, deeds, contracts, and codicils;
- Library of attestation clauses;
- Testamentary capacity checklist;
- All instruments made under the Powers of Attorney Act and the Medical Treatment Planning and Decisions Act;
- Suite of client letters at different stages of the process.
Ready To Use Resources
Choose from ready-to-use legal documents within this Publication.
3 Matter Plans Included
- ALERTS - Nil“”
- Full Commentary - Powers of Attorney and Advance Care Directives (VIC)“null”
- Reference materials
- Overview“As a matter of good practice when preparing wills, draft enduring powers of attorney to provide for the unforeseen circumstance that might see the principal unable through sickness or accident to run their affairs or have a say in their medical treatment. As with any legal document, the client must ...”
- A. Getting the matter underway
- B. Powers of attorney
- C. Supportive attorney appointments
- D. Advance care directive, medical treatment decision maker and support person appointment
- E. Finalising the matter
- Comments and suggestions for By Lawyers“null”
Our Authors
More than 45 legal professionals have contributed to By Lawyers' Australian publications, all helping to ensure content is updated regularly to reflect changes in legislation, practice and procedure.
Meet Our Authors