The effective planning of your overall Estate is critical.  Our Estates and Trusts experts have the expertise and capability to advise on all aspects of Estate Planning, Trusts, Wills and Estate Administration and will work closely with you and your financial advisors to make sure you understand your plan and its implications.

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A Will lets you say how you want your property and assets dealt with when you die. It contains instructions about what you want done and how you want your family to be looked after. It is the most important aspect of Estate Planning, and should be kept up to date as your circumstances change.

A Will could be the most important document you ever sign as it can relieve financial and emotional strain on your family after your death and help minimise the likelihood of a dispute about your Estate.

The staff at BMC have many years’ experience in Estate Planning and drafting Wills and Trusts.

They can:

  • Suggest how you can best and most fairly provide for your family and dependents.
  • Express your wishes so they have the effect you intend.
  • Advise on alternatives you should consider.
  • Advise on the appointment of suitable executors.
  • Help you protect your assets for future generations.
  • Ensure that your Family Trust is provided for in your Will.
  • Draw up Powers of Attorney at the same time as preparing your new or revised Will.
  • Advise you on all aspects of Estate Planning and Wealth Management.

BMC is happy for clients to make an appointment to see one of our experts to prepare their Will.

We are also pleased to be able to offer to clients an online service which enables you to prepare your Will online. The documents will be prepared via the Justly online software application as per your instructions efficiently and on time at a lower cost to you.

A Power of Attorney is a way of appointing someone who can manage your care and welfare needs and property if you become physically or mentally incapacitated through accident or illness.

We can assist in drafting a Power of Attorney as well as advising on when they become effective. We can also provide advice on what to do if a family member becomes incapacitated without having a Power of Attorney in place.

BMC is happy for clients to make an appointment to see one of our experts to prepare a Power of Attorney.

We are also pleased to be able to offer to clients an online service which enables you to instruct us online to prepare your Power of Attorney.  The documents will be prepared via the Justly online software application as per your instructions efficiently and on time at a lower cost to you.

The death of a family member is a stressful event in anyone’s life. The amount of stress can be greatly reduced by efficient and effective administration of the deceased person’s Estate.

BMC has specialist experience in acting for executors, administrators and beneficiaries of Estates. If someone has left a valid Will we can obtain a Grant of Probate and assist with all aspects of completing the Estate Administration.

If someone has left a valid Will we can assist the executors in obtaining the required Grant of Probate from the High Court.  If there is not a valid Will, BMC can provide assistance in obtaining the correct court order to enable the efficient and effective administration of the Estate.

We have years of experience in facilitating resolutions in respect of family disputes that can occur at this time. We can advise you on mounting or defending various claims that can be made against Estates, including challenging the validity of a Will, Family Protection Act claims and Property (Relationships) Act claims.