Everything Starts With Trust

My Services

  • Trusts

    A trust is a legal arrangement that enables an individual to transfer assets to a trustee, who manages those assets on behalf of beneficiaries. This provides a structured way to handle estate planning, asset protection, and wealth transfer.

    Is there a need to protect your assets? Do you have an existing trust that may need reviewing and updating? Does the trust require an independent trustee?

    Talk to me and together we can work out what’s best for your trust requirements.

  • Wills

    A will is a crucial legal document that every adult should have. A will specifies how your assets should be distributed after death and ensures that your estate is managed as you intended. Understanding its significance and obtaining professional guidance can protect your legacy and provide clarity during challenging times.

    I can review your existing will or help you create a new will that reflects your specific circumstances and wishes.

  • Estates

    Estates represent the collective assets and liabilities owned by an individual at the time of their passing. Estate administration is the legal process through which a deceased person's estate is settled and distributed. It involves validating the deceased's will (probate), identifying and inventorying assets, settling debts and taxes, and distributing the remaining assets to beneficiaries. This process can be complex and time-consuming. Seeking professional legal assistance is essential.

    I can offer experienced guidance to simplify this challenging process.

  • Powers of Attorney

    A power of attorney (POA) is a legal document that grants one individual the authority to act on behalf of another in specified matters. POAs are very beneficial in situations of incapacity. There are various types of powers of attorney, including enduring powers of attorney relating to property and care & welfare. By establishing a POA, individuals can ensure that their interests are actively represented and managed by a trusted person, thus providing peace of mind.

    Nobody knows for sure when illness or an accident may occur so you should talk to me and be prepared by putting enduring powers of attorney in place.

  • Retirement Options

    Are you thinking about moving to a retirement village? It is not just a new home. The move also involves a different form of property ownership and lifestyle.

    Talk to me and we discuss what may be best for you. I can assist you with making the move and dealing with the legal aspects involved.

  • Planning

    Estate planning is essential for managing and distributing your assets and ensuring your wishes are followed. Key elements include wills, trusts and powers of attorney. Changes in life events or financial status necessitate updates to your estate plan.

    A comprehensive estate plan provides peace of mind and security for you and your loved ones. Let me help you plan.

About me

I am dedicated to providing expert legal services with integrity and precision. My commitment is to achieve the best outcomes for my clients while maintaining the highest standards of professional conduct. I am widely respected as a leading provider of personal client services. With over 40 years experience in the law, my in-depth knowledge and professional attitude means that you will be expertly guided through what you need. With a caring approach I will take the time to listen to you so the best solutions can be provided.

Email Me: richard@richardbroadlegal.com

richard@richardbroadlegal.com

O21-469046