Wills & Estates Planning
A Clear Plan for Your Future
A good estate plan gives you control over your future and protects the people you care about most. A will is a complete strategy for your assets, your health, and your legacy.
Irvine Lawyers make this process straightforward. We listen to your goals and create a practical, legally-sound plan that gives you and your family total peace of mind.
Many people think “estate planning” is just for the very wealthy. In reality, every Victorian needs a plan. As your dedicated estate planning lawyers in Melbourne, we help you answer the big questions: What happens if I’m sick? Who will care for my children? How do I ensure my assets go to the right people?
From Warrnambool to South Morang, we help young families, business owners, and retirees create comprehensive plans. This includes a valid Will, but also vital documents like Powers of Attorney and superannuation strategies. We’ll help you understand why you need estate planning to protect your family’s future.
Why Choose Irvine Lawyers for Estate Planning?
Holistic Advice
We look at the whole picture — your Will, Powers of Attorney, superannuation, and family trusts — to create a plan that works together.
Fixed-Fee Planning
We offer fixed fees for our estate planning packages. You get comprehensive advice with no hidden costs.
Practical & Clear
We explain complex ideas like testamentary trusts in simple, plain English, helping you choose the best structure for your family.
Local Victorian Team
With offices in Warrnambool and South Morang, we understand the specific needs of families and businesses across Melbourne and regional Victoria.
Support for All Life Stages
We create plans for new parents, assist blended families, and advise on aged care and capacity planning.
What is Estate Planning? A Complete Strategy
A comprehensive estate plan is a set of legal documents that protects you and your assets during your lifetime and distributes them according to your wishes after you pass.
Our estate planning services cover:
- Last Will & Testament: How assets are distributed. We can advise on Testamentary Trusts to protect beneficiaries.
- Enduring Powers of Attorney (Financial & Personal): Appoint someone to manage affairs if you lose capacity.
- Appointment of Medical Treatment Decision Maker: Authorises someone to make medical decisions consistent with your wishes.
- Superannuation & Asset Strategy: We review your super nominations, joint assets, and business structures so everything aligns with your Will.
How It Works: Our Simple Planning Process
- Free Initial Consult: A 30-minute, no-obligation chat to discuss your family, assets, and goals.
- Planning Session & Quote: We meet (in-person or video) to map out your strategy and provide a fixed-fee quote.
- Drafting Your Plan: Our lawyers draft your Will, Enduring Powers of Attorney, and medical decision documents.
- Review & Explain: We send drafts and walk through every clause to ensure you understand them.
- Signing & Witnessing: We arrange a final meeting to sign and properly witness your documents.
- Secure Storage: We can store original documents in our firm’s safe custody for free.
Pricing & Transparency
We believe in certainty. We offer fixed-fee packages for Wills and estate planning services, covering consultations and preparation of standard documents. For complex plans involving trusts, we provide a clear fixed quote before any work begins. Your first 30-minute consultation is always free.
Common Situations We Handle
- Drafting first-time Wills and Powers of Attorney for young families.
- Creating robust plans for blended families to protect all children.
- Advising business owners on succession and asset protection.
- Updating Wills after separation, divorce, or significant life events.
- Setting up Testamentary Trusts for vulnerable or young beneficiaries.
- Guiding seniors through aged care and health directive considerations.
Meet Our Team
Our estate planning lawyers in Melbourne and Warrnambool are friendly, practical, and highly experienced. We take the time to listen to your personal story and values. We’re not just drafting documents — we’re helping you build a secure future for the people you love, and advising on the important role of your executor.
Service Areas & Contact
We provide clear estate planning advice from our offices in Warrnambool and South Morang, serving clients across Melbourne and regional Victoria.
Don’t leave your future to chance. Get a clear plan today.
Call us on (03) 9422 5439 for South Morang or (03) 5562 9196 for Warrnambool, or book your free 30-minute case assessment online.
FAQs: Estate Planning
What’s the difference between a Will and estate planning?
A Will states who gets your assets when you die. Estate planning is a broader strategy that includes your Will and covers what happens if you become incapacitated (Powers of Attorney, medical directives) and ensures assets like superannuation and trusts are structured correctly.
What is a Testamentary Trust?
A Testamentary Trust is created by your Will and comes into effect after you die. It can protect assets, manage inheritances for young or vulnerable beneficiaries, and may provide tax advantages.
Does my Will cover my superannuation?
Not necessarily. Superannuation does not always form part of your estate. You should have a valid binding death benefit nomination with your super fund — we review this as part of your estate plan.
How often should I review my estate plan?
We recommend reviewing your plan every 3–5 years, or after major life events such as marriage, divorce, having children, buying property, or starting a business.