Wills and Lifetime PlanningSA

This detailed legal publication assists practitioners to prepare wills, powers of attorney and advance care directives for their clients in South Australia.

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 appointing a substitute decision-maker.

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.

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 and advance care directives;
• Suite of client letters at different stages of the process.