ESTATE & LEGACY PLANNING

Planning for the future? We’re here to help you protect what matters most.

Estate planning is not just about documents.
It is about protecting the people you love, making sure your wishes are respected, and reducing stress, conflict and cost for your family at the hardest of times.

At Our Estate Planning Services

We offer tailored estate planning solutions designed to protect families, property and businesses at every stage of life.

Wills

Your Will sets out who receives your assets and who is responsible for carrying out your wishes.

We help you:

  • Draft clear, legally sound Wills

  • Appoint appropriate executors and guardians

  • Address blended families and complex relationships

  • Protect minor children

  • Minimise the risk of disputes and challenges

Enduring Powers of Attorney

An Enduring Power of Attorney allows someone you trust to make financial and legal decisions for you if you lose capacity.

This ensures:

  • Bills can be paid

  • Property and finances can be managed

  • Your interests are protected without court intervention

Without this document, families often face expensive and stressful applications to the NSW Civil and Administrative Tribunal.

Enduring Guardianship

An Enduring Guardian makes health and lifestyle decisions for you if you are unable to do so.

This may include:

  • Medical treatment decisions

  • Accommodation and care arrangements

  • End-of-life preferences

This document gives you a voice — even when you cannot speak for yourself.

Estate Planning for Families

Families face unique challenges, including:

  • Minor children

  • Blended families

  • Children with additional needs

  • Unequal asset contributions

We help you create an estate plan that:

  • Protects children financially

  • Appoints trusted guardians

  • Avoids conflict between loved ones

  • Reflects your family dynamics with sensitivity and care

Estate Planning for Property Owners

Property is often a family’s most valuable asset.

We consider:

  • How property is owned (joint tenancy vs tenants in common)

  • What happens to property on death

  • Risks of unintended ownership outcomes

  • Asset protection strategies

Small decisions now can make a significant difference later.

Estate Planning for Business Owners

Business owners require strategic estate planning.

We assist with:

  • Succession planning

  • Business continuity

  • Shareholder and partnership considerations

  • Protecting business assets for family beneficiaries

A well-planned estate prevents disruption, disputes and financial loss.

Our Approach: Strategic, Personal & Practical

At Renee Roumanos Legal, we:

  • Take the time to understand your circumstances

  • Explain everything in plain English

  • Identify risks you may not have considered

  • Provide clear recommendations, not generic documents

  • Focus on long-term protection, not just paperwork

Estate planning should feel empowering, not overwhelming.

When Should You Review Your Estate Plan?

You should review your estate plan if you:

  • Have children (or are planning a family)

  • Own property

  • Separate from spouse or in a blended family

  • Own a business

  • Have experienced separation or divorce

  • Have recently acquired assets

  • Have never formally documented your wishes

If your circumstances change — your estate plan should too.

Why Choose Renee Roumanos Legal?

✔ Award-winning legal practice
✔ Clear, compassionate advice
✔ Strong focus on family protection
✔ Strategic, not cookie-cutter planning
✔ Trusted by families and business owners across NSW

We don’t just prepare documents — we help you plan for the future with confidence. We provide strategic advice.

Take the First Step

Estate planning is one of the most important things you can do for your family — and one of the easiest things to delay.

We are here to guide you through the process with clarity, care and confidence.

👉 Contact Renee Roumanos Legal today to book your estate planning consultation.

📍 Oran Park & servicing all of NSW
📞 02 9054 1311
🌐 www.reneeroumanos.com.au

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Estate Planning Essentials
Testamentary Trusts

Frequently Asked Questions

  • For most people, a Will alone is not enough.

    A comprehensive estate plan usually includes:

    • A Will

    • An Enduring Power of Attorney

    • An Enduring Guardian appointment

    Each document serves a different purpose. Together, they provide protection during life and after death.

  • If you pass away without a valid Will, your estate is distributed according to NSW intestacy laws.

    This can result in:

    • Delays in administering your estate

    • Increased legal costs

    • Outcomes you may not have intended

    • Family disputes

    Having a Will gives clarity and certainty.

  • Loss of capacity can occur unexpectedly through illness or injury.

    Estate planning is about preparedness — not age.

    Many of our clients are young families or business owners who want peace of mind knowing they are protected.

  • The first step is a conversation.

    We will guide you through the process, answer your questions and help you put the right protections in place.

    👉 Contact Renee Roumanos Legal to book your estate planning consultation.

  • Many families are.

    Blended families, children from previous relationships, dependants with additional needs and unequal asset contributions require careful planning.

    We tailor estate plans to reflect real family dynamics — not idealised versions of them

  • You should review your estate plan if you:

    • Get married or separated

    • Have children

    • Acquire or sell property

    • Start or sell a business

    • Experience a significant life change

    As a general rule, estate plans should be reviewed every few years.

  • Estate planning is an investment in certainty and protection.

    The cost of not having a proper plan often far exceeds the cost of getting it done correctly — particularly where disputes or court involvement arise.

    Our fees start from $1,000+gst for a Simple Estate Planning package comprising of a Will, Enduring POA and Enduring Guardianship.

  • Your appointment will focus on:

    • Understanding your family, assets and goals

    • Identifying risks and gaps

    • Explaining your options in plain English

    • Providing clear recommendations

    There is no pressure — just informed guidance.

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