Business Details
18 Years
experience
Trusted Legal Services for Estate Planning & Probate in Melbourne
Founded in 2008 by David Davis, our law firm is built on family values of honesty, integrity, and approachability. We specialise in estate planning, probate, conveyancing, and VCAT hearings, serving clients across Melbourne and Victoria. Our team includes legal professionals with 25 years of combined experience, offering tailored solutions for individuals and businesses. We pioneered online will preparation to streamline estate planning while maintaining personalised service. Our practice has grown from a one-person operation to a multidisciplinary team, handling matters ranging from simple wills to complex business succession planning.We prioritise clear communication in plain English, timely delivery, and cost-effective results while maintaining accountability. Our expertise extends to contested estates, guardianship matters, and asset protection through testamentary trusts. We serve both in-person and remotely, combining traditional legal excellence with modern accessibility.
Services
Estate Planning
Probate Administration
Conveyancing
Business Succession
Inheritance Claims
Will Preparation
Power of Attorney
Advance Directives
Details
- Year established: 2008
Highlights and features
- We offer 25 years of specialised experience in estate planning and probate law
- Our online will preparation system streamlines estate planning while maintaining legal accuracy
- Dedicated team handles both simple and complex matters with equal attention
- We prioritise clear communication in plain English without legal jargon
- Serving Melbourne and regional Victoria with localised legal expertise
What people say
Professional, knowledgeable service
Smooth and responsive process
Highly recommend team
Exceptional attention to detail
Stress-free legal experience
Services
Estate Planning
We specialise in comprehensive estate planning including will preparation, testamentary trusts, and advance care directives. Our services ensure your assets are distributed according to your wishes while minimising tax implications. Clients benefit from our expertise in both simple and complex estate structures involving businesses, trusts, and international assets.
Probate Administration
Our probate specialists guide executors through estate administration, from obtaining grants of probate to asset distribution. We handle complex cases involving contested wills, intestacy, and multi-jurisdictional assets. Clients receive clear guidance during emotionally challenging times while ensuring legal compliance.
Conveyancing
We provide residential and commercial conveyancing services across Victoria. Our process includes contract review, title searches, and settlement coordination. Clients benefit from our experience in both standard transactions and complex property matters involving trusts and business entities.
Business Succession
Our business succession planning covers entity structures, shareholder agreements, and asset protection strategies. We help business owners transition ownership while preserving value. Services include trust deed reviews and tailored succession frameworks for family-owned enterprises.
Inheritance Claims
We represent clients in contested estate matters including family provision claims and will validity challenges. Our approach balances legal strategy with sensitivity to family dynamics. We defend executors and advocate for beneficiaries under Victorian succession laws.
People
David Davis
Director
Founder with 25 years' experience in estate planning and business succession law, combining legal expertise with approachable service delivery.
David Andrew Woods
Consultant Lawyer
Specialises in complex estate matters, providing strategic legal advice while maintaining client-focused communication standards.
Rosa Bazzanella
Senior Associate
Handles estate planning and probate cases with attention to detail, ensuring clear guidance through complex legal processes.
Linda Fonte
Lawyer
Focuses on will preparation and estate administration, delivering practical solutions tailored to individual client circumstances.
Toni De La Paz
Senior Law Clerk
Manages property transactions and estate documentation with efficiency, maintaining compliance with statutory requirements.
Questions
What estate planning documents do I need?
Essential documents include a Will, Enduring Power of Attorney, and Advance Care Directives. We also recommend testamentary trusts for asset protection.
How does probate work in Victoria?
Probate requires court validation of a Will before asset distribution. Our team handles applications, executor duties, and estate administration compliance.
Can I contest a Will?
Yes, within strict time limits. We handle claims for omitted beneficiaries and disputes over Will validity or interpretation.
How do I start a Will online?
Our secure platform guides you through 8 steps, followed by lawyer review and final execution with storage services.
What is business succession planning?
It ensures smooth ownership transfer through entity reviews, shareholder agreements, and asset protection strategies for family businesses.
Which areas do you service?
We serve Melbourne's inner-northern suburbs and all Victorian regions, offering both in-person and remote consultations.
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