Succession Planning
Succession Planning
Protecting Your Legacy, Securing Your Future
At Wakefield Lawyers, we know that succession planning provides certainty when you need it most.
Planning for the future is about more than just peace of mind, it’s about ensuring that your wealth, your business, and your legacy are protected and passed on smoothly to those you care about most.
What is Succession Planning?
Succession planning is the process of preparing for the orderly transfer of your estate, including your personal assets, business interests, and wealth, to the next generation or chosen beneficiaries.
While a Will is an essential tool to direct how your assets are distributed after you pass away, a succession plan goes further. It takes a strategic, big-picture approach to managing wealth transfer, business continuity, taxation, and the legal structures needed to protect your estate over the long term.
A well-crafted succession plan ensures that your wishes are respected, your loved ones are provided for, and potential disputes are minimised. Our experienced team of succession lawyers are here to guide you through the complexities of wills, estates, and succession planning, delivering tailored strategies that align with your wishes and safeguard your future.
Staff who can help with:
Succession Planning
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A Smarter, Flexible Way to Fund Your Family Law Matter
We understand that when you’re navigating a separation or relationship property matter, the financial strain can sometimes stand in the way of getting the legal support you need. JustFund are Australia’s only dedicated provider of flexible funding solutions for family law legal fees.
Eligible clients can access a flexible line of credit to cover legal fees and expenses related to separation or relationship property proceedings. You don't have to repay the loan until you reach a settlement, which we hope reduces the stress associated with paying costs upfront. Contact us for more information, or visit JustFund.com.au
A Smarter, Flexible Way to Fund Your Estate Administration Matter
Managing a deceased estate and the probate process often means covering more than just legal fees. Executors can face costs like insurance, property maintenance, and other expenses — often out of their own pocket, with reimbursement to come later. They may even want to improve assets prior to sale.
Through JustFund, eligible Executors and Beneficiaries can access flexible funding to cover these expenses as well as legal fees, with no repayments until probate is finalised. This helps ease financial pressure while ensuring the estate is preserved. Contact us for more information, or visit JustFund.com.au