Caveo Partners Legal Pty Ltd provides legal advice and services to a diverse group of clients. With a focus on Wills and Estate Planning, the Caveo Partners Legal team meets with clients to talk through the issues and options, and ensures that the right documentation is put in place to facilitate a smooth transfer of wealth if the unexpected should happen.
Your legal advice will only come from Caveo Partners Legal, but by working closely with the Caveo Partners Accounting, Wealth and Finance teams allows us to collaborate with those teams as appropriate so that we can provide integrated advice.
When working on Wills and related documents, it is important to ensure that your Estate Plan integrates with your accounting, wealth and finance arrangements.
Caveo Partners Legal can assist with your Estate Planning by:
  • reviewing your current Will and estate planning arrangements
  • preparing simple or complex Wills
  • preparing appropriate Enduring Powers of Attorney and Advance Care Directives to cover your financial, legal, medical and personal decisions if you lose the capacity to make those decisions
  • ensuring that all aspects of your wealth are considered in your Estate Plan, including any business interests, companies, trusts, superannuation and life insurance
  • reviewing your company and trust documents to ensure that control of those entities can pass to the appropriate persons
  • exploring and explaining to you the possible benefits of creating Testamentary Trusts for your family
Caveo Partners Legal can also assist with:
  • business succession planning including buy-sell Agreements or Shareholders Agreements
  • general commercial and business law advice and documents
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