Louise Moulton Legal

Louise Moulton Legal is a distinguished estate planning practice dedicated entirely to offering modern, comprehensive estate planning solutions. With a focus on drafting Wills, including Testamentary Trust Wills, the firm provides a range of essential services such as preparing Enduring Powers of Attorney, Enduring Guardian appointments, and offering specialised Superannuation advice. The practice extends its expertise to crafting Memos of Wishes and complementary strategies like testamentary trusts, protective trusts, and rights of residence. Business succession planning and advice on family trusts are also part of the tailored solutions offered, alongside SMSF-related estate planning and international asset management. Operating across New South Wales, Victoria, and Queensland, Louise Moulton Legal is known for its client-centric approach. The firm offers fixed-fee packages, flexible consultation options including video-conference and in-person meetings in regional NSW areas, and prioritises urgent services as well as free 10-minute phone consultations. Every document is meticulously drafted in plain English to reflect the unique family, business, and financial circumstances of each client. Louise Moulton Legal provides a variety of estate plan packages designed to meet diverse needs. For couples, the Estate Plan ensures both partners are aligned, focusing on key decisions like guardianship for children, backed by necessary legal appointments and financial advisories. Solo Estate Plans cater to single individuals with diverse backgrounds, offering the same comprehensive coverage. For those with substantial assets, the Couple's and Solo Estate Plans incorporating Testamentary Trusts offer added layers of protection, aiming to safeguard beneficiaries from risks such as divorce and bankruptcy while optimising tax benefits. The firm's bespoke solutions also include thorough reviews of existing Wills to ensure they meet the demands of an evolving world, and strategies for blended families where complex dynamics may require additional attention. Additionally, solutions such as Protective Trusts cater to beneficiaries needing financial oversight, while the right of residence options ensure loved ones have a secure place to live. The firm addresses nuanced situations regarding asset allocation, ensuring clients can manage familial estrangements with minimal risk. Attention to business continuity is paramount, with tailored business succession plans that examine pivotal documents like Company Constitutions and Shareholders Agreements to ensure seamless transitions. Family Trusts are meticulously reviewed to clarify control and succession, while Self Managed Super Fund strategies ensure compliance and preparedness for unforeseen circumstances. Louise Moulton Legal's expansive service repertoire is designed to meet the intricate needs of modern estate planning with clarity and precision, offering clients peace of mind and structured solutions to their estate related concerns.