Personal Client and Estate Matters

Wills, Trusts & Estate Planning

“Organising your personal and estate affairs, and ensuring your assets are protected during your lifetime and beyond, is one of the most responsible and important things an individual can do.” Franklin Law Partner and Personal Client and Estate Matters Team Leader, Kelly Jones.

Whether it is a will that you require, the establishment of a family trust, or legal advice when entering into a new relationship or upon a separation, it is important that you have sound legal advice and the right documentation and plans in place.

The Personal Client team at Franklin Law is highly experienced in providing legal advice for asset and estate planning for clients and their families and administering trusts and estates. We recognise that each of our clients’ personal circumstances are unique and we will work with you to ensure your individual or family’s needs are met in an efficient and cost effective way.

If you are contemplating retirement we have broad experience with retirement villages, residential care subsidies, reverse annuity mortgages and other elder care issues to ensure you receive the right entitlements and care, and your estate is managed according to your wishes.

Our Personal Client team can assist you with:

Wills & Powers of Attorney

  • Wills
  • Life Interest Wills
  • Enduring Powers of Attorney
  • General Powers of Attorney

Trusts & Asset Planning

  • Advice on trust usage and structures
  • Asset protection
  • Family trusts
  • Special purpose trusts
  • Advice on the role of trustees
  • Review and restructure of existing trust structures
  • Resettlements & distributions from trusts
  • Administration of trusts
  • Independent trustee service

Elder Law

  • Rest home and residential care subsidy advice
  • Moving into a retirement village
  • Reverse annuity mortgages
  • Protection of personal & property rights

Estate Administration

  • Obtaining Probate and letters of administration
  • Administering estates
  • Advising executors and trustees

Our Personal Client Team

Kelly Jones

Kelly Jones

Partner and Team Leader
Phone: 09 237 0294

Aleisha Collett

Phone: 09 237 0226

Ammandeep Dheer

Phone: 09 237 0297

Jo Lovett

Estates Administrator
Phone: 09 552 1195

Contact Us

Please fill in the below enquiry form and one of our team members will be in contact with you. Alternatively call us on 0800 842 972 to speak with us directly.

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