Your family changes
Marriage, separation, a new relationship, children, grandchildren or changing family responsibilities may alter what your plan needs to achieve.
Read more →GET Solutions Estate Planning
Clear guidance for decisions that need to keep working as life changes.
Estate planning is more than preparing a Will. It is deciding what should happen while you are able to make your own decisions, if you later need assistance, and after you pass.
GET Solutions helps Western Australian families understand those decisions, consider the consequences and put the appropriate arrangements in place.
Why people begin
Estate planning usually starts with a life event or concern.
People rarely begin because they want a collection of legal documents. They begin because something has changed, a question needs answering or they want greater confidence about what may happen next.
Your assets or work change
Buying a home, starting a business, changing employment, receiving an inheritance or changing how assets are owned can affect the way your plan operates.
Read more →Health or capacity becomes a concern
Illness, injury or declining capacity can raise questions about who may make financial, personal or lifestyle decisions during your lifetime.
Read more →An existing plan needs review
A document may still be valid but no longer reflect your family, assets, appointments or current intentions.
Read more →One continuing plan
Different people and documents may operate at different stages.
The aim is not to make every asset or decision follow the same pathway. It is to make sure each part has been considered and continues towards the outcome you intended.
While you make your own decisions
You remain in control and decide what you want the plan to achieve, who may act later and how important assets should be dealt with.
If assistance is needed
An Attorney or Enduring Guardian may act within the authority you have given, while you continue making every decision you remain able to make.
After you pass
The Executor administers estate assets under the Will, while superannuation, joint ownership and other arrangements may follow their own pathways.
Where management continues
A Trustee may continue holding and managing an inheritance where a Testamentary Trust serves a clear purpose.
The GET Solutions approach
Begin with the outcome. Let the documents follow.
The purpose is not to add complexity. It is to identify what matters, explain the available options and prepare arrangements that are practical for the people expected to carry them out.
Start with your objectives
The discussion begins with what you want to happen and the concerns that need to be addressed.
Explain before deciding
Options and consequences are explained in plain English so you understand what you are choosing and why.
Consider the whole plan
Wills, appointments, ownership and superannuation are considered together rather than as unrelated documents.
Use only the structure that serves a purpose
A simpler arrangement may be the right one. Additional structure should earn its place by providing a genuine benefit.
Choose your next step
Explore the website in the way that best suits your question.
Begin here
Start Here
Understand what estate planning considers, how the process begins and what information is useful before making decisions.
Start with the essentials →Begin with the reasonLife Situations
Explore the events and concerns that commonly cause people to review or put an estate plan in place.
Explore life situations →Build understandingKnowledge Bank
Read calm, plain-English explanations of Wills, superannuation, incapacity planning, trusts and related decisions.
Visit the Knowledge Bank →See the practical help availableServices
Review the estate-planning documents and support available through GET Solutions and where each part fits.
View services →Working with Geoff
Personal guidance in a private and practical setting.
GET Solutions serves families in Mandurah and the Peel Region. Home visits are the preferred meeting method because they provide privacy and the right environment for careful estate-planning discussions.
Geoff brings an analytical and practical approach to helping clients understand their choices. Where a matter requires specialist legal, financial, taxation or accounting advice, that need is identified openly.
Learn more about Geoff and GET Solutions →