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Welcome to Michael Paterson & Associates

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Wills, Estate Planning & Probate

If only he'd left a will ...
Phone (08) 9443 5383 now for
assistance with your Estate Planning

Estate Planning - Do You Need Some?!

If you were to pass away, or become permanently disabled, have you made adequate provisions for:

  • your spouse?
  • your children?
  • your business partners or co-shareholders?
  • your staff?
  • how your superannuation will be distributed?
  • how your assests will be distributed?
  • who will control the companies and/or trusts that you control?

If the answer is "no" to any of the above, you need some estate planning.

The staff at Michael Paterson & Associates extensive experience in estate planning and the related documents including:

  • Wills - for dealing with your personal assets
  • Probate - for dealing with the deceased's estate
  • Binding Death Nominations - for dealing with superannuation assets
  • Enduring Powers of Attorney - to allow others to make financial decisions on your behalf if you become mentally incapable
  • Enduring Powers of Guardianship - to allow others to make lifestyle decisions on your behalf if you become mentally incapable
  • Advance Health Directives - to specify how you wish, or do not wish, to be treated if you become mentally incapable
  • Partnership Agreements - to specify how your partnership interest will be sold or transferred
  • Shareholder Agreements - to specify how your shares will be sold or transferred
  • Put/Call Option Agreements - another way to specify how your business interests will be sold or transferred

We know how important it is that these documents are tailored to suit the specific needs and wants of our clients. It is for this reason that our staff take the time to explain the important aspects of each document to all of our clients.

Call us to make an appointment to discuss your estate planning needs on (08) 9443 5383.  Below are some documents that might assist with your thought processes, and/or to give us further information


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Articles

The Importance of Making a Will - 7th Nov 2006

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THE SAGA OF SHEILA AND BRUCE
A motor vehicle accident can cause a lot more problems than you might think!

Instruction Sheets

EPG instruction sheet - 7th Apr 2011

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Instruction to provide us with most of the information we need to complete an Enduring Power of Guardianship for you.

EPA Instruction Sheet - 7th Apr 2011

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Instruction to provide us with most of the information we need to complete an Enduring Power of Attorney for you.

AHD Instruction Sheet - 7th Apr 2011

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Instruction to provide us with most of the information we need to complete an Advanced Health Directive for you.

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