Estate Planning: Protecting Your Family’s Wealth
Effective estate planning ensures the smooth and tax-efficient transfer of wealth to your successors during challenging times.
With straightforward probate matters in NSW currently taking around four months to process, it’s more important than ever to have a clear and well-prepared estate plan in place.
At CL+C, our estate planning practice is led by Olivia Stern—an experienced and compassionate lawyer who has helped hundreds of individuals and families secure their legacies. Olivia takes the time to understand your goals, your family structure, and your financial position. During the intake and discovery process, she walks clients through a series of thoughtful questions that uncover the nuances in their personal and business lives.
From there, Olivia provides sage, practical advice on where to invest time and money—whether it’s setting up testamentary trusts, choosing the right executor, or preparing powers of attorney and health directives. Her approach is always tailored, ensuring the estate plan meets your needs, your budget, and the needs of your loved ones.
We also support clients navigating probate in NSW, helping them compile the documentation and details needed to move through the system faster and with less stress.
Let us help you protect your family’s future with clarity and confidence.
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