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Wills & Estate Planning

Protect Your Family. Secure Your Legacy.

A will is more than a document — it's peace of mind for the people you care about most. We help Perth families and business owners put the right plans in place.

Wills & Estate Planning

How We Can Help

Without a valid will and estate plan, your assets, superannuation, and business interests may not pass to the people you intended — and your family could face months of legal delays and significant costs. The Metier Group works with you to document your wishes clearly, structure your estate tax-effectively, and ensure everything is in order before it's needed.

Our Process

  1. 01

    Audit

    We assess your current financial position and identify opportunities.

  2. 02

    Strategise

    We develop a tailored plan aligned with your goals and obligations.

  3. 03

    Setup

    We implement cloud accounting systems and establish best-practice processes.

  4. 04

    Support

    We provide ongoing expert guidance and handle your compliance obligations.

  5. 05

    Review

    We conduct regular reviews to ensure you stay on track and optimise outcomes.

Wills

Single and mutual wills, testamentary trust wills, and regular reviews as your circumstances change. We ensure your wishes are clearly documented and legally valid.

Powers of Attorney

General and enduring powers of attorney covering financial and property decisions, recognised across all Australian states and territories.

Testamentary Trusts

Trusts established within your will to protect assets for beneficiaries, minimise tax on inherited income, and provide for vulnerable family members.

Healthcare Directives

Advance care plans, medical treatment decision-makers, and enduring guardianship appointments tailored to your state or territory legislation.

Business Succession Planning

Buy-sell agreements, shareholder and partnership succession strategies, and key-person considerations integrated with your personal estate plan.

Superannuation Nominations

Binding death benefit nominations to ensure your superannuation passes to the right people — outside your estate and in the most tax-effective way.

FAQs

Frequently Asked Questions