Olivetree Legal
Olivetree Legal cover
Olivetree Legal

Olivetree Legal

location
Mount Martha, VIC
Click to Reveal Phone Number03 5995 ..

About Us

Olivetree Legal is a boutique law firm located in Mount Martha on the Mornington Peninsula, renowned for its proficiency in estate planning, probate, deceased estate administration, and estate litigation. Our dedicated team combines expertise and empathy to navigate the complexities of estate matters, ensuring your family's legacy is well protected. We offer pragmatic strategies for Wills and comprehensive estate planning, providing peace of mind for your future needs, including probate and dispute resolution. Our personalised approach pairs wisdom with integrity, taking the time to listen and providing bespoke documents such as Wills, testamentary trusts, powers of attorney, and binding death benefit nominations. With over 20 years of experience, we deliver practical strategies for generational wealth succession. We cater to blended families, individuals with international ties, and those planning for vulnerable beneficiaries. Our collaboration with accountants and financial advisers ensures holistic succession planning, incorporating asset structuring, trusts, superannuation solutions, and powers of attorney. Olivetree Legal also specialises in mediation and estate litigation, handling cases that involve defending or challenging wills, family provision claims, and investigations of invalidity or fraud. We offer innovative services such as mobile Wills on Wheels appointments across the Mornington Peninsula and provide support through pro-bono community Wills and philanthropic fundraising. Our commitment to transparency is evident in our cost structures, offering fixed fee packages and pricing whenever possible. We prioritize a collaborative, client-focused service and are actively involved in the legal community through organisations such as STEP, the Mornington Peninsula Lawyers’ Association, and committees within the Law Institute of Victoria.

Practice Areas

Estate Planning

Specialisations

Estate Planning

Olivetree Legal provides comprehensive estate planning services tailored to meet the unique needs of clients, especially those with complex family dynamics or international ties. With over 20 years of experience, the firm emphasises creating bespoke documents, including Wills, testamentary trusts, and powers of attorney, ensuring your family's legacy is safeguarded. Their proactive approach encompasses strategic advice on asset structuring and superannuation solutions, fostering peace of mind for future generations. In addition to estate planning, Olivetree Legal offers mediation and estate litigation services to address disputes, family provision claims, and challenges related to the validity of Wills. Their commitment to personalised service extends to mobile appointments and community initiatives, reflecting their dedication to ethical practices and clear cost structures. By collaborating closely with clients and partnering with other professionals, they deliver holistic solutions that protect and preserve wealth throughout generations.

Our Team

Rohani Bixler

Rohani Bixler

Principal Lawyer

locationMount Martha, VIC

Specialises in

Estate Planning
Linda Shepherd

Linda Shepherd

Special Counsel

locationMount Martha, VIC

Specialises in

Commercial Law
Jonathan Hopkins

Jonathan Hopkins

Lawyer

locationMount Martha, VIC

Specialises in

Commercial LawLitigation & DisputesEstate Planning

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Office Locations

Mount Martha, VIC

Location750 Nepean Hwy, Mount Martha, VIC
Click to Reveal Phone Number03 5995 ..

Practice Categories

Estate Planning
  • Deceased Estates
  • Disputes
  • Estate Administration
  • Guardianship
  • Power of Attorney
  • Probate
  • Wills and Estates