What's going to happen to your farm when you're gone?

Your farm has probably been in your family for generations. So, what happens when you and your spouse pass away? How can you make sure there will be no fighting between your children? Having the proper documents created by Great Southern Wills will ensure your assets are protected and your wishes respected.

WE FIND SOLUTIONS

WE FIND SOLUTIONS SO EVERYONE IN YOUR FAMILY IS HAPPY

It’s a tricky situation. You might have one of your adult children living on the farm and/or working in your family business and the rest living out of town but still counting on it as part of their inheritance.

Or you might be married to a man who lives and works on his family’s farm where you’re raising your children. But what happens if he passes away? Where do you live if you don’t own it? Will you have to go back to work after leaving your corporate job behind to raise a family on the farm?

There are endless scenarios and dilemmas of what happens when farming parents pass away. Will it stay in the family? What if one sibling wants to stay and the other one wants to sell it? Will an ex-partner come after one of the children’s share of the inheritance?

At Great Southern Wills, our job is to open up the discussion and come out to your farm for a big family meeting in your lounge room or at your dining table to talk about all these issues.

Usually after 2-3 hours of getting to know everyone involved, we can come up with the best possible solution for your farming business – an outcome where everyone is feeling happy.

WHY FARMING SUCCESSION COULD BE THE ANSWER FOR YOUR FAMILY

WHY FARMING SUCCESSION COULD BE THE ANSWER FOR YOUR FAMILY

We act on behalf of many farming families in the Great Southern and a common solution is for owners to transfer their farm and business to one of their children in their lifetime rather than in their Wills.

There are many benefits of doing it this way – transparency for all family members, stamp duty exemptions (no tax if your child works on the farm), and protection for children living on the farm and raising a family.

How does it work? We discuss all the possible scenarios with you all in our meeting as every family is different. Our end goal is to give you and your family peace of mind and take a huge weight off your shoulders.

WHY CHOOSE US AS YOUR WILLS & ESTATE PLANNING SPECIALIST

This is an area of law close to our hearts and by specialising in this field only, we’re able to offer high-quality expert advice and provide the best possible solutions for you and your family. In fact, we haven’t had one of our Wills challenged to date! Our clients are also given a book we’ve published called “My Workbook”. In this is a step-by-step guide on what to do after a loved one’s passing. It also has their wishes ie. funeral wishes, tips on how to raise their children etc. “My Workbook” is a practical resource available to you…written by your loved one. 

We're
Specialists

Fixed
Fees

2-Week Turn Around

We Can Come To You

Holistic
Approach

WHY CHOOSE US AS YOUR WILLS & ESTATE PLANNING SPECIALIST

This is an area of law close to our hearts and by specialising in this field only, we’re able to offer high-quality expert advice and provide the best possible solutions for you and your family. In fact, we haven’t had one of our Wills challenged to date! Our clients are also given a book we’ve published called “My Workbook”. In this is a step-by-step guide on what to do after a loved one’s passing. It also has their wishes ie. funeral wishes, tips on how to raise their children etc. “My Workbook” is a practical resource available to you…written by your loved one. 

We're Specialists

Fixed Fees

2-Week Turn Around

We Can Come To You

Holistic Approach

THE GREAT SOUTHERN WILLS WAY

We’re a small, family-run law firm that shows real empathy, compassion, and care to our clients. We spend a lot of time getting to know you, and guarantee you’ll be working with our senior lawyer, Bernadette, the whole time (not a junior or law grad). We also want you to feel relaxed, so there’ll be no fancy suits and sports cars, no billable hours and no confusing documents. We’re as down-to-earth as it gets, explaining everything to you in plain English so you have all the knowledge you need to make the best decision for you and your family. Below is our 6-step process and it all starts with reaching out for a conversation.

Initial
Contact

The first step is getting in touch with us to start the conversation. We promise it won’t be scary and you’ll be met with a friendly face or ear.

Client
Preparation

We’ll ask for your details, schedule your consultation and send you some pre-reading information to have a look through before your meeting with Bernadette.

Free
Consultation

When we meet for our no-obligation consult, Bernadette will get to know you, outline what options are best for your situation & provide a fixed fee.

Document
Drafting

Wanting to proceed? After our free consultation, we’ll come back to the office and draft up all your documents within 2 weeks.

Document
Signing

Paul and Bernadette will meet with you to present your documents, run through everything, and pass you the pen for document signing. It’s that simple!

Ongoing Advice
& Review

We’re all about building a long-term relationship with you and we'll review your documents every 3 years to ensure they’re up to date and still reflect your wishes.

WHAT OUR CLIENTS ARE SAYING

Find out why so many clients prefer us over others!

FREQUENTLY ASKED QUESTIONS

Yes, absolutely.  They are a key part of your plan and it is important to us that all of your advisers are on the same page – your accountant, your financial advisor, your bank manager, your agriconsultant. 

Yes.  We have prepared many applications and all have been successful.  We have long standing relationships with the Office of State Revenue.  Bernadette has a Masters of Tax and 20 years’ experience and can work with your accountant regarding capital gains tax as well. 

Yes, we sure do. We meet with the family on the farm to ensure that everyone is on the same page. We’ll draft Deeds of Retirement and Appointment, Minutes of Meeting, Deeds of Variation of Trust, Deeds of Forgiveness of Debts etc. All the while working with your accountant to ensure there is no resettlement and unwanted tax consequences.

We’ll also work with your bank manager to ensure the change of finance arrangements is seamless.

We’ll also discuss how you’ll fund your parents’ retirement and ensure there is no challenge from your brothers and sisters.

BOOK A FREE CONSULTATION WITH BERNADETTE TODAY

Your first consultation meeting with Bernadette is FREE, and there’s no pressure or obligation to proceed.

In your FREE meeting, we’ll get to know you and discuss all your options. We can have this discussion at our office, over Zoom or in your living room – you choose.

To meet in our office or over Zoom – please click the “Book Online” button below and select a time in Bernadette’s calendar that works for you.

If you would like Bernadette to come to you and for all other enquiries, please call 0405 127 657 or contact us via email by clicking here.