Legal Agency & Consulting

Solicitors

Legal professionals are some of our favourite clients — being solicitors ourselves.
We’ve been in your shoes, navigating the complexities of estate matters and anxious families, while balancing the demands of a busy practice. We understand the challenges: frustrating gaps in available information, ever-changing Court requirements, and the delays associated with application assessment — especially in complex estate scenarios.

That’s where we come in. Estate administration is what we do, day in and day out. We stay several steps ahead to anticipate issues before they arise, ensuring that risks are properly managed and applications proceed smoothly. Whether you need us to work quietly in the background — allowing you to continue serving your clients with confidence — or prefer to introduce us directly to them, we will tailor our approach to suit your needs.

We are here to make your life easier, offering expertise that is precise, efficient, and cost-effective. When you work with us, you gain a reliable partner who understands the legal nuances, the procedural roadblocks, and the practical realities of probate and estate administration. Let us handle the heavy lifting so you can focus on what you do best — delivering outstanding service to your clients.

For Financial Planners

The passing of a client is a pivotal moment, both for their loved ones and for the continuity of financial planning services.

We offer:

• Comprehensive Estate Administration: By partnering with us, you can provide the deceased client's family with essential support in navigating the complexities of estate administration, alleviating their burden during a time of grief.
• Client Retention Opportunities: Demonstrating commitment to the family's well-being can foster trust and potentially lead to ongoing relationships with beneficiaries, ensuring the continuation of financial planning services.

Our sensitive and professional approach ensures that families feel supported, reflecting positively on your practice.

For Accountants

Estate matters often encompass intricate financial details requiring meticulous attention.

We assist accountants by:

• Specialised Probate Services: Handling the legal complexities of probate and estate administration, allowing you to focus on the financial intricacies with confidence that all legal aspects are managed proficiently.
• Enhanced Client Offerings: Expanding your service portfolio to include estate administration support can add significant value for your clients, positioning your firm as a comprehensive solution provider.

Collaborating with us ensures that your clients receive holistic support, combining financial and legal expertise seamlessly.

For Public and Private Trustees

Our reputation is built on trust and proven expertise. We have been privileged to work alongside several Australian public trustee bodies and international corporations, delivering:

• Efficient Estate Administration: Our team adeptly manages estate processes, ensuring compliance and timely resolution in accordance with legal requirements.
• Reliable Partnership: Our history of successful collaborations with trustee organizations underscores our commitment to excellence and reliability.

If you represent a trustee organisation, whether within Australia or internationally, we invite you to connect with us to explore how we can support your estate administration needs.