Brook Legal

Have you appointed an who is not a beneficiary of your ? Have you made provision for a small payment for their services?
When appointing an Executor who is not a beneficiary of the estate it is important to remember to reward them for their services. The job of an Executor can be time consuming and carries with it a lot of responsibility.
If you need assistance with this or any other matter relating to or estate planning advice, contact Brook Legal on (08) 9287 1855 or e-mail [email protected]

If you have a it is important to ensure that the control after the parent’s demise remains with all of the children. The person who is appointed or who controls the corporate Trustee of the Family Trust will control the Trust itself. There have been cases where parents appointed one child to be Trustee of a Family Trust and as a result the remaining siblings have become excluded after the appointed child’s partner/spouse has persuaded them to look after their immediate family to the exclusion of the siblings.
Avoid this and other issues by contacting Brook Legal on (08) 9287 1855 or e-mail [email protected]

If you have life insurance attached to your , it is very important that you tell your superannuation fund who to pay the life insurance monies too, otherwise they make the decision for you.
If you need assistance with this or any other matter relating to or estate planning advice, please contact Brook Legal on (08) 9287 1855 or e-mail [email protected]