Wills, Estate & Succession Planning
Estate planning protects your family, safeguards your assets, and ensures your wishes are honoured. Whether you need a simple will, a complex testamentary trust, or advice on business succession, Crabtree Legal delivers tailored estate planning solutions for individuals and families across Western Australia. With over 14 years of experience, we guide you through wills, powers of attorney, probate, and the full spectrum of succession planning—minimising tax, avoiding disputes, and providing peace of mind.
Our Estate Planning Services
Simple and Complex Wills (incl. Testamentary Trusts)
A will is the cornerstone of any estate plan. We draft simple wills and complex wills incorporating testamentary trusts for asset protection and tax efficiency.
- •Testamentary capacity and validity requirements
- •Executor appointment and duties
- •Testamentary trusts for asset protection and tax planning
Enduring Powers of Attorney
An EPOA appoints someone to manage your financial affairs if you lose capacity. Without one, your family may need to apply to the State Administrative Tribunal.
- •Enduring vs general power of attorney
- •Scope of authority and limitations
- •Safeguards and notification requirements
Enduring Powers of Guardianship
Appoints a guardian to make personal and lifestyle decisions on your behalf if you lose capacity.
- •Medical decisions and treatment consents
- •Lifestyle arrangements and accommodation
- •Co-guardians and substitute guardians
Business Succession Planning
Ensures your business continues or transitions smoothly in the event of your death or incapacity.
- •Buy-sell agreements and funding mechanisms
- •Life insurance and keyman policies
- •Key person risk and continuity planning
Loan Agreements
Formalising loans between family members or businesses protects all parties and reduces disputes.
- •Repayment terms, interest, and schedules
- •Default provisions and remedies
- •Security over assets (mortgages, guarantees)
Dealing with Superannuation and Trusts
Superannuation does not automatically form part of your estate. We advise on binding nominations and trust structures to ensure your super reaches the right beneficiaries.
- •Binding death benefit nominations
- •SMSF considerations and trust deeds
- •Interaction between super and estate planning
Applications for Probate or Letters of Administration
When someone dies, their estate may need to be administered through the Supreme Court of WA.
- •Grant of probate for deceased estates with a valid will
- •Letters of administration for intestate estates
- •Executor duties, distribution, and estate accounting
Frequently Asked Questions
Common questions about wills and estate planning in Western Australia
Jonathan Crabtree is admitted and accredited with
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