Caloundra and Maroochydore offices

Wills & Estate Planning

Sargent Baldwin Lawyers provide estate planning services to meet your individual & business needs.

The complexity of your estate planning requirements will depend on the nature of your assets and structures. We take a holistic approach and examine your personal and business relationships and their interrelationship with your assets. The cost of our services depends on the complexity of your estate planning needs and we ar happy to provide a fixed fee quote prior to undertaking any work.

Individual Estate Planning 

The lawyers at Sargent Baldwin will closely examine your assets and structures to ensure that your assets are distributed in accordance with your wishes. We provide strategic advice in the structuring of your assets to maximise asset protection and to limit the potential for claim against your estate. Where you have complex structures, we work with your Financial Planner to minimise the tax liability on your Beneficiaries.

We are experienced in the following areas:

  • Wills
  • Enduring Powers of Attorney
  • Advanced Health Directive
  • Advice on estate planning and asset protection
  • Advice and preparation of Testamentary Discretionary Trusts
  • Succession planning
  • Superannuation

Business Estate Planning

All businesses will come to an end. This may be due to retirement,  death,  temporary or permanent disability, or trauma (such as cancer, stroke or heart attack) of a business owner.

Sargent Baldwin Lawyers will examine your business structures and work with your Financial Planner/Accountant to put a plan in place to ensure simple and effective succession planning.

Through the creation of an effective business estate plan sometimes known as a succession plan we will assist you to maximise your return on a sale of your business and to avoid costly disputes and litigation.should you choose to retire or are forced to retire

We are experienced and can assist you with:

  • Buy/Sell Option Agreements
  • Funding Agreements
  • Share Sale Agreements
  • Shareholders Agreements
  • Partnership Agreements

Please contact us for an obligation free quote.