Legal guidance that protects your family, your wishes and your future.

Life moves quickly. Families grow, businesses evolve and responsibilities change. Our legal team helps you put the right documents and structures in place so your wishes are clear, your family is protected and your hard work is looked after for the long term.

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The importance of strong legal foundations.

A well considered estate plan is about more than a will. It is about making sure the people and causes you care about are looked after, your assets are protected and decisions are made by the right people if something happens to you. Clear documents reduce stress for your family, minimise disputes and can improve tax outcomes for the next generation.

Tailored Legal Services

The right legal foundations support every part of your financial life. Our team offers clear, practical guidance across every key area of personal and family protection.

Wills

A legally binding will ensures your assets are distributed according to your wishes, protecting your family and avoiding uncertainty at an already stressful time.

Powers of Attorney

Appoint trusted people to make financial, medical and lifestyle decisions if you are unable to act. A key safeguard for every adult, regardless of age.

Estate Planning

Comprehensive planning that considers tax, family needs, blended families, vulnerable beneficiaries and long term asset protection.

Testamentary Trusts

A powerful structure within your will that offers tax effective inheritance, controlled access and stronger protection for children and future generations.

Death Benefit Nominations

Clear instructions for how your superannuation is distributed, helping ensure the right people receive the right support at the right time.

The Lakeside Difference.

  • Legal advice that feels clear

    We break complex legal decisions into simple, comfortable conversations so you feel supported and confident every step of the way.

  • Integrated with your full advice

    Your legal documents sit alongside your lending, wealth, insurance and accounting strategies. We make sure everything works together so your structures, tax planning and estate outcomes all align.

  • Support across generations

    We build long term relationships with families. As children grow up, businesses change and circumstances shift, we are here to review, update and guide you through each stage.

Client stories.

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When should you review your legal arrangements?

Life changes, and your legal documents should change with you. Whether you’re updating your will, setting up new structures or reviewing arrangements that no longer reflect your family or assets, we’re here to guide you with clarity and care.

If you would like to review your will, put the right documents in place or build an estate plan that protects your family and future with confidence, we’re here to help.

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Legal

FAQs

Do I really need a will?

Yes. Without a valid will, your estate is distributed according to default laws, which may not reflect your wishes or family circumstances. A will lets you choose who receives what, and who is responsible for managing your estate.

How often should I update my will?

As a guide, review your will every three to five years, or whenever there is a major life event such as marriage, separation, a new child or a significant change in assets.

What is a testamentary trust and do I need one?

A testamentary trust is a trust created by your will that only comes into effect after you pass away. It can offer tax advantages and extra protection for beneficiaries, particularly children or beneficiaries who may be vulnerable. Whether it suits you depends on your family, asset mix and goals.

Who should I appoint as my executor and attorney?

Ideally, someone you trust who is organised, financially responsible and willing to take on the role. In some cases it may be appropriate to appoint a professional or more than one person to share responsibilities.

Start your financial journey with confidence.

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