Peace of mind is planned.
From 1 July 2026, as part of engaging our services, we may ask you to provide identification documents. This reflects anti-money laundering obligations and helps ensure your affairs are managed securely and appropriately.
Learn more about what this means for you and how we meet these requirements here.
Ways we can help you
Wills & Powers of Attorney
We prepare wills and enduring powers of attorney to meet your needs. We consider will drafting is our flagship of excellence. Let us show you the Willwise difference.
Estate Planning
We listen to your needs and recommend documents appropriate for your personal and financial circumstances. Your estate plan will be crafted with an accredited succession law specialist assisting you each step of the way.
Consulting Services
We offer succession law and practice management consulting services to legal practitioners, accountants and financial planners.
If you need a helping hand, some short term assistance or just a listening ear, call us for a consultation.
Probate & Estate Administration
If you need a Grant of Probate, Letters of Administration or assistance with the administration of a deceased estate, we can help take the stress and anxiety out of dealing with asset holders, government agencies and beneficiaries.
Willwise Start Smart
Our Start Smart Estate plan is a clear and considered starting point for straightforward estate planning. Start Smart is designed for individuals and couples with straightforward circumstances who want to ensure the essentials are properly in place, without unnecessary complexity. The focus is on clarity - ensuring your wishes are documented correctly and can be carried out with confidence.
Willwise Future Focus
Our Future Focus Estate plan is a more tailored approach where your wishes require greater detail or flexibility. Future Focus is appropriate where there are multiple beneficiaries, specific gifts, or considerations that require a more thoughtful structure than a standard plan. The emphasis is on ensuring your estate plan reflects your intentions clearly and operates as expected.
Willwise Wealth Guard
Our Wealth Guard Estate plan is a structured estate plan designed to provide control, protection and long-term clarity. Wealth Guard is appropriate where asset protection, intergenerational planning, or more complex family or financial circumstances are involved. This level introduces testamentary trust planning and focuses on how your estate will operate over time - not just how it is distributed.
Willwise Signature Plan
Our Signature Estate plan is a fully customised advisory engagement for complex estates. The Signature Plan is designed for clients whose circumstances require a more strategic approach - including business interests, multiple entities, blended families, international considerations or vulnerable beneficiaries. At this level, the focus is on developing a cohesive legal structure that integrates your personal, financial and intergenerational objectives.
In the spirit of reconciliation, Willwise acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.