Wills and Lifetime PlanningTAS
This legal publication supports practitioners to prepare wills and assist with the appointment of powers of attorney and enduring guardians for their clients in Tasmania.
2 Matter Plans
Overview
This legal publication supports practitioners to prepare wills and assist with the appointment of powers of attorney and enduring guardians for their clients in Tasmania.
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.
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, testator's family maintenance 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.
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;
- Powers of attorney, enduring guardianship appointments, and links to advance care directive forms;
- Suite of client letters at different stages of the process.
Ready To Use Resources
Choose from ready-to-use legal documents within this Publication.
2 Matter Plans Included
- ALERT - Amendments under the Guardianship and Administration Amendment Act 2023 commenced on 1 September 2024. These have been incorporated into this commentary and in the Appointment of Enduring Guardian precedent on the matter plan.“Amendments under the Guardianship and Administration Amendment Act 2023 commenced on 1 September 2024. These have been incorporated into this commentary and in the Appointment of Enduring Guardian precedent on the matter plan.”
- Full Commentary - Powers of Attorney, Enduring Guardianship, and Advance Care Planning (TAS)“null”
- Reference materials
- Overview“A power of attorney is a legal instrument under the Powers of Attorney Act 2000 by which a person, the principal, gives another, the attorney, power to make decisions and act on the principal's behalf concerning their financial affairs. The principal is also called the donor or the grantor. The ...”
- Summary of the process“The usual steps in acting on the preparation of these documents are:”
- A. Getting the matter underway
- B. Powers of attorney
- C. Enduring guardian
- D. Advance care planning
- 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