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  • A Will is the legal document that sets out who should receive your estate, who should administer it, and how your wishes should be carried out after death.

    While some Wills are straightforward, others require careful consideration of the type of gifts being made, the people appointed, beneficiary circumstances, tax consequences, protective structures or the risk of future disputes.

    Estate planning also includes appointing trusted people to make financial and legal decisions on your behalf if you lose capacity, commonly known as appointing an enduring Power of Attorney. Similarly, an appointment of Enduring Guardian can allow someone to make personal, lifestyle and health decisions if you are living but unable to do so yourself.

    Inhera Legal advises on estate plans ranging from simple arrangements through to more complex and tailored structures, with recommendations based on what is appropriate for your circumstances.

    We assist with:

    • simple and complex Wills

    • testamentary trust Wills

    • special disability trust Wills

    • general and enduring powers of attorney

    • appointments of enduring guardian

    • codicils and replacement Wills following major life changes

    • revocation and replacement of existing incapacity documents

    • statements of wishes

    • signing, capacity and execution considerations

  • When someone dies, the executor is responsible for identifying estate assets, applying for Probate where required, paying debts and expenses, dealing with administration issues and distributing the estate to the beneficiaries.

    Probate is the Court process that confirms the validity of the Will and the executor’s authority to administer the estate. Not every estate requires Probate, but where it is needed, the process must be handled carefully.

    Inhera Legal assists executors with probate applications and estate administration, from the initial review through to practical guidance on next steps.

    Where there is no Will, or the named executor is unable to act, we assist beneficiaries in obtaining a grant of Letters of Administration so they can deal with the estate.

    We assist with:

    • applications for Probate

    • Letters of Administration

    • reseals of interstate or overseas grants

    • executor advice and duties

    • transmission or transfer of estate assets

    • beneficiary communications

  • Deceased estate matters can involve legal, financial and family issues at the same time. Executors, beneficiaries and family members may need advice about what a Will means, whether an estate is being properly administered, whether information should be provided, or how to resolve uncertainty before it escalates.

    Inhera Legal provides advice on deceased estate issues with a focus on clarity, strategy and proportionate resolution. Not every estate issue needs to become litigation. Often, the first step is understanding the legal position, the practical risks and the options available.

    We assist with:

    • advice for executors

    • advice for beneficiaries

    • concerns about delay or lack of information

    • questions about executor conduct

    • interpretation of Will clauses

    • informal estate negotiations

    • related-party estate issues

    • family provision considerations

    • estate administration concerns

    • referrals to counsel or litigation specialists where needed

  • Superannuation does not automatically form part of a person’s estate. What happens to superannuation after death depends on the fund rules, any death benefit nomination, trustee discretion and how the broader estate plan has been structured.

    For many clients, superannuation is one of the most significant assets connected to their estate planning. It can also be one of the most misunderstood.

    Inhera Legal advises on how superannuation death benefits interact with Wills, estate planning, beneficiaries and family circumstances.

    We assist with:

    • binding death benefit nominations

    • non-binding death benefit nominations

    • coordination between superannuation and the Will

    • review of existing nomination arrangements

    • advice following the death of a fund member

  • Some estate matters require a deeper level of advice. This may be because of the value or structure of the assets, family dynamics, trusts or companies, business ownership, tax considerations, overseas connections or the need to plan for control across generations.

    Inhera Legal works with families, business owners, professional advisers and organisations on estate and succession matters where legal advice needs to sit alongside tax, asset structuring, governance and family decision-making.

    We assist with:

    • blended family estate planning

    • business owner succession planning

    • family trust and company control issues

    • asset-structure considerations

    • overseas assets and cross-border estate issues

    • planning for vulnerable or dependent beneficiaries

    • succession planning for family groups

    • complex beneficiary arrangements

    • estate planning where dispute risk is elevated

    • coordination with accountants, financial advisers and other professional advisers

    • subject matter expertise consulting for organisations dealing with deceased estate issues

  • Inhera Legal provides specialist estate law expertise to organisations seeking support with services, processes and education connected to death, estates and bereavement.

    These issues are universal, but the legal frameworks that govern estates, authority, decision-making and administration are often complex. Inhera Legal helps organisations build the knowledge, processes and resources needed to respond with greater confidence and consistency.

    We assist with:

    • staff training and professional education

    • development of estate-related content, resources and educational materials

    • legal and subject matter review of products and services

    • specialist input on complex or recurring estate issues

    • internal guidance, policies and procedures

    • review of customer communications and estate-related materials

    • support with deceased estate and bereavement processes where specialist legal input is required

Start with a consultation.

Whether you are planning ahead, applying for probate or dealing with a complex estate issue, the first step is to understand what is needed and what level of advice is appropriate.

Contact Inhera Legal

  • "We thought our estate planning would be simple, but Isabelle identified issues we would never have considered — including overseas assets, executor choices and future children. The advice was thoughtful, detailed and explained in a way that made us feel completely confident in the plan"

    — Gerry & Kate, estate planning clients

  • "With assets across Australia, Singapore, the UK and the US, I knew my estate planning needed to be handled carefully. Isabelle brought structure, judgment and expertise to the process, coordinating the moving parts and delivering a clear, considered and cohesive plan."

    — Thomas, private client

  • "Isabelle understands that estate planning does not sit in isolation — it intersects with tax, family structures, business interests, and control mechanics. Her advice is technically strong, commercial and easy for clients to understand."

    — Boon Tan, Adviser

Trusted commentary on estate planning and succession.

Our Principal has provided estate law commentary and education across national media, radio and professional platforms, helping Australians better understand wills, probate, inheritance and succession issues.