Apt Wealth Legal Services
Preserve and protect your finances and your legacy.
The complexity of managing your legal affairs increases as your wealth and personal circumstances evolve. Apt Wealth Legal Services brings financial planning and legal advice together with a holistic, expert solution to deliver the best possible outcomes for today and tomorrow.
Expert legal advice to enhance your financial planning
We work closely with you, your family, your adviser and other trusted professionals to develop a legal approach that aligns with your values and goals. From estate planning to property conveyancing, family law and business structuring, we support your goals at every life stage.
We can help you with:
Estate planning and wealth transfer
Working closely with your financial adviser, our expert wills and estate lawyers ensure your estate planning is seamlessly integrated with your wealth management strategy, including wills and enduring power of attorney, protecting you from missteps and preserving your legacy.
Property law and conveyancing
We are experts in property conveyancing and law, ensuring your real estate transactions and decisions are legally sound while also aligning with your broader financial goals and plans.
Family law
Family dynamics can be challenging to navigate. Our experienced and compassionate family lawyers work with you to ensure the best possible outcomes for your divorce settlement, family governance, or other family law matters.
Business, leasing and commercial law
Our expert business lawyers create a bespoke legal strategy that empowers your business goals, focused on mitigating risks, optimising outcomes and helping you ensure that your commercial decisions align with your strategic vision.
Migration law
Navigating the immigration process can be challenging and emotional. Our team helps you manage the complexities with expertise and compassion, offering personalised, practical guidance and immigration legal advice at every step.
Establishing and reviewing tax structure documents
Tailored and well-thought-out documentation is essential for establishing and reviewing trust, superannuation and other tax structures.
Expert legal advice to enhance your financial planning
We work closely with you, your family, your adviser and other trusted professionals to develop a legal approach that aligns with your values and goals. From estate planning to property conveyancing, family law and business structuring, we support your goals at every life stage.
We can help you with:
Meet the team
At Apt Wealth Legal Services, our expert legal team is dedicated to providing trusted guidance in estate planning, asset protection, and wealth transfer. With a deep understanding of complex legal and financial matters, we work closely with our clients to ensure their legacy is protected for generations to come. Meet the professionals who are committed to delivering tailored legal solutions with expertise, integrity, and care.
FAQs
How often should I review my estate plans?
Revisiting your estate plan every few years is best practice. It ensures peace of mind, knowing that your wishes will be honoured
What is the difference between a testamentary trust will and a standard will?
Both a testamentary trust will and a standard will outline how a person’s assets are distributed after their death. However, they differ in terms of structure, control, and tax benefits.
- Testamentary trust wills give greater control over how and when beneficiaries access the inheritance
- There are tax advantages, as beneficiaries can distribute the income in a way that can reduce overall tax liabilities
- Can offer stronger asset protection, against divorce and financial mismanagement.
- Assets are held within a trust and managed by a trustee for the beneficiaries.
What are my rights and responsibilities as an executor of an estate?
As an executor, you have a legal and financial duty to manage and distribute the estate of the deceased in accordance with their Will. This role comes with significant responsibilities, as well as certain rights to help you fulfill your duties effectively.
Key Responsibilities:
- Ensure you have the most up-to-date Will.
- Apply for probate, if required.
- Oversee and manage estate assets, including bank accounts, property, investments, and personal belongings.
- Identify and settle any outstanding debts, loans, and financial obligations.
- Pay any estate-related taxes, such as Capital Gains Tax (CGT).
- Distribute assets as directed by the Will.
- Handle any legal or tax matters related to the estate.
- Executor’s Rights:
- Right to seek professional assistance (e.g., legal, financial, or tax advice).
- Right to claim executor’s commission for time and effort spent managing the estate (if approved by the court or beneficiaries).
- Right to decline the role before probate is granted if unable or unwilling to act.
- Right to reimbursement for reasonable expenses incurred while carrying out executor duties.
Serving as an executor is a significant responsibility, and seeking legal or financial guidance can help ensure the estate is administered smoothly and in line with all legal requirements.
How can I protect my children’s inheritance from divorce?
Family relationships are complex and constantly changing. Whether it is your divorce or that of one of your children, a marriage breakdown changes dynamics. While you may maintain the most amicable of relationships with the other party, it’s vital to ensure you have plans in place to protect your children’s financial future.
Schedule a consultation with one of our lawyers
Book a chat with our legal team today to discover how an integrated approach can help you protect your wealth and build your legacy.
Prefer to speak with someone directly? Call Apt Wealth Legal Services (AWLS) at 1800 299 320.
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Estate planning is always important. It’s about ensuring your intentions are clear and your loved ones are protected. When you’re living abroad, estate planning becomes more complex, but also even...
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The role of legal advice in financial planning
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Financial planning is about more than just numbers. It’s about living your best life and bringing your vision for the future to life. Integrating legal advice into the planning process...
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Family Trusts and Disputes: Protecting Your Legacy
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The recent high-profile case involving the Murdoch family trust in the US is a stark reminder of the potential for family trust disputes to escalate dramatically. While the Murdoch case...
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