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Wills, Trusts & Estates

Bespoke legacy plans that honor unique family histories, traditions and values.

We assist clients establish or update their estate plan including the implementation of revocable living trusts, last wills & testaments, powers of attorney for financial affairs, and advanced health care directives and living wills to ease the burden of end of life planning.

  • Wills – advising on, drafting and executing
  • Inheritance tax planning – ensuring your loved ones receive the full benefit of your estate
  • Trusts – setting up and administering trusts to manage money, property or investments for specific people or purposes
  • Succession planning – planning for the future so your business continues to thrive
  • Planning for incapacity and disability – ensuring your assets aren't depleted in later life

Our partner-led team offers the full range of legal and tax expertise you need to help you plan effectively for the future. We're experienced in dealing with complex estates, often with international elements. Estate planning is not just about reducing tax. It's about giving you peace of mind for the future, knowing you'll have enough after retirement and your loved ones will have the financial support they need. Every family is different and every estate is unique. We understand this and we work with our in-house tax specialists and, where appropriate, financial planners to create a bespoke plan that works for you and what you want to achieve. 

Free No-Obligation Consultation

We are committed to answering your questions about estate planning, real estate transactions, small business planning, and foreclosure defense.

Schedule a complimentary15-minute initial consultation to discuss your legal matter and determine how Mattei Law PLLC may assist.
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