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.

At Irvine Lawyers, we 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.

Our Estate Planning Services Include

Wills and Inheritance Planning: We help you create a Will as part of a broader estate plan, ensuring your assets are structured and distributed in line with your long-term wishes.
Enduring Powers of Attorney (Financial & Personal): We help you appoint someone you trust to manage your financial and personal affairs if you become unable to do so yourself.
Appointment of a Medical Treatment Decision Maker: This document allows you to nominate a trusted person to make medical decisions on your behalf, ensuring your preferences and values are respected.
Testamentary Trusts: For more complex estates, including blended families or asset protection needs, we can establish testamentary trusts to provide greater control and flexibility for your beneficiaries.
Asset Protection & Complex Estate Planning: We provide tailored advice to help structure your estate to protect assets and support long-term financial security for your family.

Google Review

    
 
 
      Trustindex verifies that the original source of the review is Google. I can’t recommend Laurie highly enough.

We had a very urgent situation where a loan needed to settle within two days, and we desperately needed a solicitor to review guarantor loan documents to make settlement happen on time. Laurie stepped in immediately and was willing to help even outside of normal working hours, which made all the difference.

As a mortgage broker, I understand how critical timing and responsiveness are in these situations, and Laurie was not only incredibly professional but also genuinely lovely to deal with throughout the process.

Thanks to his help, everything was reviewed in time and the settlement went through smoothly. We’re extremely grateful and I’ll definitely be sending more clients his way.

Thank you again, Laurie!
  
  Posted on Google  
 
    
   JESSIE BOYCE 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. They are always there to support with my family circumstances changing. I am grateful for the personal feel and professional service. Thank you Laurie.
  
  Posted on Google  
 
    
   natalieboughosn 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. The best lawyer I have come across in years, very thorough, very informative and just an all round honest and genuine bloke
  
  Posted on Google  
 
    
   nadia costello 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. Luary great service knowledge of the situation excellent
  
  Posted on Google  
 
    
   Charlie Scicluna 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. Very good advice from Laurie.
  
  Posted on Google  
 
    
   Mark Russell

Contact us today to speak to our team

Should you find yourself in a corner, Irvine Lawyers will stand by your side and fight for you until the end. Contact us today to speak to our team. We have lawyers in Warrnambool and South Morang ready to speak to you.

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.