Wills and Estate Planning Lawyers in Balwyn

Making a Will is one of the most important things you can do for your family.

A properly prepared Will helps ensure your assets go where you intend, your loved ones are looked after, and important decisions are made by people you trust.

At Grice Legal, we provide practical and personalised estate planning advice for individuals, couples and families throughout Balwyn, Boroondara and Melbourne's eastern suburbs.

Books A Wills Conference

Why Having a Will Matters

Many people assume they don't need a Will because they are too young, don't own significant assets, or expect everything will simply pass to their family.

Unfortunately, life is rarely that simple.

A professionally prepared Will allows you to:

  • Choose who receives your assets

  • Appoint guardians for young children

  • Protect vulnerable beneficiaries

  • Minimise risks of family conflict

  • Give clear guidance to your executors

  • Create long-term asset protection strategies

Most importantly, it provides certainty at a difficult time for those you leave behind.

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Why Use a Lawyer?

Online templates and DIY Will kits can appear inexpensive.

However, many people do not realise that a Will is only one part of an effective estate plan.

We don't simply prepare documents.

We help you consider:

  • Family dynamics

  • Superannuation

  • Tax issues

  • Asset protection

  • Testamentary trusts

  • Blended family considerations

  • Future incapacity planning

Our role is to reduce uncertainty and help ensure your wishes are carried out.

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What Happens if You Don’t Have a Will?

If you die without a valid Will, Victorian law determines who receives your estate.

That may not reflect your wishes.

Without a properly prepared Will:

  • Your family may face additional legal costs

  • Estate administration can become more complex

  • Family disputes are more likely

  • Your preferred guardians for children may not be known

  • Asset protection opportunities may be lost

A Will gives you control instead of leaving important decisions to legislation.

Our Process

  • A smiling man talking on the phone and a woman looking at a laptop screen together in a cozy, well-lit room with large windows and plants.

    1. Book Your Appointment

    Choose the appointment format that suits you best:

    • In person at our Balwyn office

    • Video conference

    • Telephone appointment

    You can book online at a time that suits you, or call our office and we will arrange an appointment.

    Before your appointment, we will send you an online intake form. Completing this form in advance allows us to gather the key information we need before we meet. This means your appointment can focus on understanding your circumstances, goals and wishes, rather than spending valuable time collecting basic information.

  • Two people sitting at a desk watching a woman on a video call on a desktop computer. The woman on the screen is speaking and gesturing, wearing glasses and a blazer, in a room with bookshelves.

    2. Meet With Your Lawyer

    You will meet with one of our experienced lawyers to discuss your personal circumstances, family situation and estate planning objectives.

    During this appointment, we will:

    • Discuss your wishes for your assets and estate

    • Consider who should act as your executor, attorney and medical treatment decision-maker

    • Identify any potential risks or issues that should be addressed

    • Answer your questions and provide tailored advice

    Our goal is to understand what matters most to you so we can prepare documents that reflect your wishes and protect you and your loved ones.

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    3. Review Your Tailored Draft Documents

    Following your appointment, we will prepare your estate planning documents and provide draft copies for your review.

    Depending on your circumstances, these may include:

    • A Will

    • Enduring Power of Attorney

    • Appointment of Medical Treatment Decision Maker

    • Testamentary trust provisions

    • Other supporting estate planning documents

    You will have the opportunity to review the drafts carefully and discuss any amendments or questions with us. We will make any required changes to ensure the documents accurately reflect your wishes before they are signed.

  • Three businesspeople, two women and one man, in formal attire, are sitting at a desk in an office, signing documents and smiling.

    4. Final Meeting and Signing

    Once you are happy with the draft documents, we will arrange a final appointment.

    At this meeting, we will:

    • Review the final documents with you

    • Answer any remaining questions

    • Explain the effect of each document

    • Arrange for all documents to be properly signed and witnessed

    When the signing process is complete, your estate plan will be finalised and ready to provide certainty and peace of mind for you and your family.

Ready to Get started?

Estate Planning Packages to Suit All Needs

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    Foundation

    For those who want a solid and reliable will but don't need anything complex.

    Includes a straightforward will with executors and simple gifting clauses.


    Single - $850 inc GST
    Couple - $1,350 inc GST

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    Protection

    Asset protection for beneficiaries is covered in our entry-level estate plan package.

    Includes a will with executors, guardians and simple gifting arrangements. Plus an enduring power of attorney and appointment of a medical treatment decision-maker

    Single - $1,450 inc GST
    Couple - $2,250 inc GST

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    Legacy

    Our premium estate plan package. A plan that safeguards your assets and well-being.

    Includes a testamentary trust will, a power of attorney, appointment of medical treatment decision-makers, and superannuation beneficiary nomination.

    Single - $2,550 inc GST
    Couples - $3,950 inc GST

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    Bespoke

    For when life gets complicated. Ideal for those with blended families, complex gifting arrangements or wishing to exclude beneficiaries from their will.

    Includes the necessary documents to ensure your wishes are protected and honoured.

    POA

Why Choose Grice Legal for Your Estate Plan?

Choosing the right estate planning lawyer is essential because there are many different components of an estate plan – some of which work best in certain situations and others that do not. With Grice Legal, you can trust that your affairs are in capable hands. We deliver personalised solutions that prioritise your best interests.

Our current clients choose us, too, because we provide more than just a service - we build lasting relationships. We help ensure that your estate plan reflects your ongoing needs and goals throughout your life. Estate plans should change as you reach certain milestones, like having a second child, purchasing a second home, or starting a new business. We understand that the plan you create today may not be the same tomorrow, and so we are here to advise you when updates are needed.

Speak With Our Balwyn Estate Planning Lawyers

If you are searching for a wills lawyer, power of attorney lawyer or estate planning lawyer near Balwyn, contact Grice Legal or begin your estate-planning instructions online.

Book a Wills Conference
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