Planning for the Future with Penmans

Estate planning is about more than preparing legal documents. It’s about making sure your wishes are understood, the people you trust can make decisions on your behalf if needed, and those you care about are looked after in the future.

At Penmans, we take the time to understand your circumstances before recommending the estate planning arrangements that are right for you. Whether you’re preparing your first Will, planning for the possibility that you may one day be unable to make decisions for yourself, providing for a blended family, or considering more complex estate planning strategies, we’ll explain your options in plain English and prepare documents tailored to your circumstances.

Every person is different. Some estate plans are relatively straightforward, while others require more detailed planning. We’ll explain the options available, discuss what is appropriate for your circumstances, and recommend the documents that best meet your needs.

Our estate planning team combines practical experience with recognised expertise. We are regularly instructed in complex estate planning for families, business owners, primary producers and clients with significant assets, and our team includes an Accredited Specialist in Wills and Estates recognised by the Law Society of New South Wales. Whether your estate planning needs are straightforward or highly complex, you can be confident your affairs are in experienced hands.

We offer fixed fee estate planning packages wherever possible, giving you certainty about the cost before we begin preparing your documents. If you’re unsure which package is right for you, our Estate Planning Fact Sheet explains the different package levels, provides practical examples of the circumstances that may influence the level of planning required, and answers many of the questions people commonly ask before making an appointment.