Create a clear and comprehensive estate plan in Newcastle, Maitland, Lake Macquarie, Sydney or the Central Coast.

Your life’s hard-earned assets are precious. If you pass away without a proper Estate plan, their transfer could cause undue stress, financial strain for your loved ones, or inheritance ending up in the wrong hands.

With milestones like marriage, divorce, or business purchases all impacting how you wish to leave your legacy, it’s important to engage a trusted estate planning lawyer today.

Harnessing decades of experience, our partners, Warwick Gilbertson and Rani Gandha, and their team have dealt with all types of asset structures to help clients build, secure, and preserve their assets.

Whether you’re running a business or balancing a blended family, we can design a strong legal framework for your estate plan. Let’s protect your assets from unnecessary taxes, business risks, and family disputes, ensuring they’re preserved for the future.

Estate planning is so much more than detailing how you wish to distribute certain assets to certain people – it’s about securing your family’s financial future on your terms.

This interdisciplinary field demands experience across multiple legal disciplines, including taxation matters, state revenue and stamp duty issues, superannuation laws and administration, trust law, wills and estates law, elder law, asset protection and bankruptcy laws, and family law.

Specialising in all aspects of intergenerational wealth transfer, our estate planning lawyers create comprehensive strategies for clients at every stage of life – from young families to retirees who have sold their businesses.

We also take into account evolving legal and economic tactics, as well as continually changing tax and superannuation laws, to make the most of your estate plan at all times.

Together, we can protect your assets now and for generations to come.

Will preparation

A professionally drafted will is the cornerstone of a strong estate plan, detailing how you wish your assets to be distributed after your death. Beyond appointing an executor and beneficiaries, your will can include provisions for guardianship, funeral instructions, and the creation of trusts to address specific needs.

Our experienced lawyers ensure your will is legally valid, considers potential claims, and includes the contingencies necessary to carry out your intentions seamlessly.

Testamentary trusts

A testamentary trust is established by a will, only coming into existence after the death of the willmaker. In this legal structure, the trustee owns and manages assets on behalf of beneficiaries. It is a powerful tool to safeguard assets after death, offering tax benefits, flexibility for investments, and protection from legal risks.

Our estate planning lawyers help ensure trust provisions are followed, the intentions of the trust creator are honoured, and relationships among beneficiaries remain intact. Whether discretionary or restrictive, we provide invaluable legal advice on establishing and administering trusts to maximise their benefits and security for future generations.

Protective trusts

Protecting vulnerable beneficiaries requires thoughtful planning and tailored solutions. By including a protective trust in your will, you can safeguard assets for beneficiaries with disabilities, addictions, or other vulnerabilities, ensuring their needs are met without compromising their financial security.

We work closely with you to create a trust that balances care with control, providing peace of mind for you and your loved ones.

Business succession planning

A clear succession plan will help your business transition smoothly when you leave, whether due to retirement, illness, or unforeseen events. That’s why this strategy should be created as soon as possible.

Our estate planning lawyers work with you to draft shareholder agreements, structure your business for continuity, and address tax and legal considerations.

With tailored solutions, we help minimise risks and ensure your business legacy is preserved for the next generation, offering guidance with sensitivity to both financial and family dynamics.

Deceased Estates, Probate and Administration NSW

Probate

Probate is the legal process of distributing assets after death, which can be both complex and emotionally taxing. The good news is that a comprehensive estate plan can simplify this process, providing the necessary information to facilitate application and administration.

Our experienced estate planning lawyers can also assist executors and beneficiaries in navigating this complicated process, ensuring all legal and administrative requirements are met. Receive clear guidance and support that lessens the burden during this difficult time.

Contesting a Will Lawyers in NSW

Estate disputes

Contested wills can cause significant stress and conflict among families, even with a comprehensive estate plan in place.

Our lawyers have extensive experience in managing disputes, representing both executors and claimants to resolve disagreements over deceased estates. We can work to protect assets from legal claims and champion your rights, providing practical support to achieve fair outcomes.

Lack of capacity documents

With a power of attorney, you can appoint someone you trust to make decisions on your behalf if you’re no longer able to do so. Our estate planning lawyers will help you create this critical document, as well as enduring guardian appointments and advanced healthcare directives.

Working closely with you while you still have capacity, we can ensure your personal, financial, and medical decisions are handled by the right person when you need it most.

Superannuation

Superannuation is often a significant part of your estate, requiring careful planning to align with your broader estate goals.

We provide professional legal advice on superannuation death benefit nominations, self-managed superannuation funds (SMSFs), and compliance to ensure your super is distributed as intended. From establishing funds to minimising disputes, our guidance helps you structure your pension efficiently.

Your local Trust and Estate Practitioner

Warwick Gilbertson is a Trust and Estate Practitioner (TEP), a specialist designation given to him by STEP – the worldwide professional association for those advising families across generations.

To become a TEP, practitioners must have a combination of specialist qualifications and experience, including significant involvement with planning, creation, management of and accounting for trusts and estates, executorship administration and related taxes.

Warwick is one of only a handful of TEPs in the wider Hunter region and the only TEP available to advise families in Lake Macquarie.

Estate planning with Turnbull Hill Lawyers

55+ years experience

We’ve been helping clients protect their legacies since 1969. Our team specialises in managing complexities like family businesses, SMSFs, financial arrangements, and special needs considerations. Discover smart solutions that maximise benefits, including tax savings and asset protection strategies.

Proactive solutions

Prepare for the future today. We understand the urgency that estate planning often demands, ensuring your affairs are in order on time. From proactive wealth protection to estate dispute prevention, we anticipate issues and safeguard your interests from the start.

Personalised legal advice

Every Estate is different, which is why we tailor our advice to your unique circumstances. Whether your assets are simple or complex, our estate planning lawyers can provide personalised legal support. This considered approach supports confidence and clarity at every turn.

Practical guidance

We simplify the entire estate planning process by ensuring you fully understand your assets, rights, and responsibilities. Equipped with our clear communication and actionable advice, you can make informed decisions that benefit your beneficiaries.

Trusted estate planning team

Thousands of clients have relied on our estate planning lawyers in Newcastle, Maitland, Lake Macquarie, Sydney and the Central Coast. Chosen for our meticulous approach and proven outcomes, we’ll work with you to ensure certainty and security, whatever the future brings.

Value for money

Our estate planning services offer complete cost transparency, eliminating surprises from the outset. We take the time to understand your needs and provide a tailored proposal that fits your situation. With no hidden fees, you can be confident in your costs throughout.

Plan ahead with dependable legal support

Rest assured knowing your assets will be administered as intended, whatever life throws your way. Our estate planning lawyers in Newcastle, Maitland and Sydney can provide the guidance needed to get your affairs in order with confidence.

What our clients say

Get started in 3 simple steps

If you need support with estate planning in NSW, get in touch with our experienced lawyers. We are always here to help.

Call our friendly team on 1800 994 279 or contact us today.

Call our friendly team on 1800 994 279 or contact us today.

Tell us your story

Your wills lawyer will listen carefully to your needs so that we can empower you with invaluable legal advice.

Receive the right support

Gain reliable assistance at every stage of this legal process, whichever approach best suits your financial circumstances.

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