Tony Kelly and his highly experienced team are proud to be one of Melbourne’s most reputable estate and succession planning firms, working collaboratively with clients to create and implement bespoke estate planning strategies, designed to protect the current wealth pool and to facilitate its future growth as a consequence of the asset protection strategies put in place.

With over 50 years of dedicated experience to clients in the Armadale area we provide a flexible and adaptable service that caters for the needs of high-wealth individuals, business owners, blended families, and same sex couples. We pride ourselves on providing relevant and up to date legal information to create bespoke succession plans focused on each client’s individual goals and wishes.

This approach to succession and estate planning enables us to provide a superior quality legal service as well as allowing us to develop long-standing relationships with our clients, working with them to ensure their intergenerational estate plan is always up to date and in line with theirs and their family member’s needs as their circumstances dictate.

Yes! Absolutely you do. Many of our clients initially believe that having a will is the only thing that they need to have in place. In fact, many clients also require a solid succession plan for assets during their life time, which often includes the provision of financial support to family members. In turn, this plan needs to be reflected in the provisions of their Will to ensure an equality in the benefits being provided to the beneficiaries (i.e. to ‘balance out’ what the will maker has distributed during their life time).

Having in place a carefully considered succession plan as part of a wealth protection strategy ensures the benefit and control of your assets passes to the right people at the right time. Succession plans can also go one step further, putting controls and restrictions in place to ensure that, when control of the assets changes, they continue to be managed in a way that is both beneficial and constructive in terms of the long term goals which are part of the will makers estate plan.