01
Understand
We learn about your family, assets and objectives.
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Will & Estate Lawyers
Protect the people and the future you have worked to build.
Considered estate planning for families, business owners and individuals who want certainty about what happens next.
If something happened tomorrow, would everything continue as you intended?
Would the right people control your financial affairs?
Would your family understand your wishes?
Would your children’s inheritance be properly protected?
Would your business continue without disruption?
Outcomes
Certainty, protection, continuity and legacy.
Estate planning considers everything you own—not just your Will.
The strongest plans bring your assets, structures and family circumstances into one clear arrangement.
Property
Family
Business
Superannuation
Testamentary Trusts
Asset Protection
Life stages
Your estate plan should evolve with your life.
Why review
Marriage
Marriage can revoke an existing will and change who should benefit and decide.
Business owners
You protected the business while building it. Protect what happens next.
Without a clear succession pathway, ownership, control and continuity can be left unresolved.
- loss of decision-making capacity
- death of a director or shareholder
- no agreed succession mechanism
- family and business interests becoming entangled
Process
A considered process. A clear outcome.
02
Design
We identify the planning issues that need attention.
03
Prepare
Your documents are prepared as a coordinated plan.
04
Finalise
We guide execution and the practical next steps.
The team
The people behind your estate plan.
Dr Ami-Lee Kelly
Lawyer — Wills & Estates
WillsProbateSuccession Planning
Focused wills and estates legal capability across planning, incapacity appointments, probate and succession matters.
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William Billings
Director & Co-Founder, Octagon Legal
Practice LeadershipGovernanceClient Service
Legal-practice leadership and governance as director and co-founder of Octagon Legal.
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Aret Muradyan
Co-Founder, Octagon Legal | Lawyer
Estate PlanningSuccessionClient Advice
Co-founder and lawyer contributing to the wills and estates service of Will & Estate Lawyers.
View ProfileKnowledge Centre
Orient before you engage.
Testamentary Trusts
Is a testamentary trust right for your family?
A measured overview of when families may consider a testamentary trust, without assuming tax or protection outcomes.
Read topicBusiness Succession
What happens to a business if an owner dies?
A high-level look at ownership, control and continuity issues when a business owner dies, and why personal and business planning must work together.
Read topicPowers of Attorney
What is the role of an enduring power of attorney?
A clear general explanation of enduring powers of attorney, why they matter during life, and how they differ from a will.
Read topicLife Events
When should you review your estate plan?
A practical guide to the life events and structural changes that often mean an estate plan should be reviewed.
Read topicFamily Wealth
Why blended families require careful estate planning
A sensitive general guide to the estate planning issues that commonly arise in blended families and second relationships.
Read topicWills
What happens if you die without a Will?
A general guide to the risks and uncertainty that can arise when someone dies without a valid will, and why considered planning matters.
Read topicPlanning today can prevent uncertainty tomorrow.
Begin with a confidential discussion about the future you want to protect.