The right time to sort your estate plan is now, regardless of your age, asset level, or family situation. The families who act earliest are not the ones with the most assets. They are the ones who understood that the cost of delay is always higher than the cost of getting it done.

Most people keep waiting for the right time

It tends to sit in the background. Quietly. On the mental list of things that should be done, that will be done, that keep getting nudged to next month, next quarter, next year. Life keeps moving and the plan keeps waiting.

What I have noticed over years of doing this work is that the families who act are not the ones who suddenly found more time. They are the ones who had a moment. A conversation. A health scare in their circle. A friend going through something difficult that made the abstract suddenly feel very real. The relief on the other side of that conversation is real. The clarity that comes from understanding what you have, what you need, and how the pieces fit together is something families describe as genuinely life-changing.

What a complete estate plan actually includes

A plan that is built to truly protect your family goes beyond a basic Will. It considers who steps in when you cannot, through your powers of attorney and enduring guardianship. It considers how your superannuation is directed, and whether your nomination is current and correctly structured. It considers whether your assets would be better protected and more tax-effective flowing through a testamentary discretionary trust rather than being distributed outright.

It considers the people you have chosen for each role and whether those choices still make sense. It considers how your business, your family trust, your personal assets, and your estate documents all work together rather than sitting in isolation. This is general information only.

How to start

A Family Wealth Planning Session is a calm, unhurried conversation where we look at everything together. What you have in place. What has changed. What is missing. What the right next steps are for your family specifically. Sessions are intentionally limited each month so that every family gets the time and attention they deserve.

If you are not quite ready for a planning session but you want to do something useful today, start with Sorted Life. Get your practical life admin documented. It is the foundation that makes everything else easier.

✦ Book a Family Wealth Planning Session

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Frequently Asked Questions

When should I do my estate planning?

Now. Estate planning is relevant from the moment you have assets, dependants, or wishes about what happens to you if you lose capacity. There is no minimum asset threshold. The cost of delay is always higher than the cost of getting it done.

What is included in a complete estate plan in Australia?

A Will, Enduring Power of Attorney, Enduring Guardianship or Advance Care Directive, updated superannuation nominations, and consideration of whether a testamentary discretionary trust is appropriate. For business owners, a company power of attorney is also relevant.

How often should I review my estate plan?

At least every one to two years, and whenever there is a significant life change including marriage, separation, the birth of a child, a change in assets, or the death or incapacity of a nominated person.

What is the first step in estate planning?

The first step is understanding what you currently have in place and identifying any gaps. A Family Wealth Planning Session is designed to do exactly that.

How does a testamentary trust fit into an estate plan?

A testamentary discretionary trust is established inside your Will and comes into effect when you die. It provides asset protection, tax advantages, and flexibility for the people who inherit from you. It is one of the most powerful estate planning tools available to Australian families.

This content contains general information only. It is not legal advice. Your situation may differ and this is where tailored advice matters.