Property & personal planning / BMX LEGAL FIRM
Estate planning & wills
A thoughtful plan begins with the people who matter.
LEGACY / A CONSIDERED PERSPECTIVE
Estate planning brings together personal wishes, family circumstances, and the practical ownership of assets. The discussion may involve existing documents, changes in relationships, or a new stage of life. A general checklist can help organise a conversation, but the documents and formalities required depend on individual circumstances and local law.
A HUMAN APPROACH
Make room for the decisions
that matter to you.
Your wishes are personal, and the arrangements around them can be complex. A thoughtful review brings family circumstances, existing documents, and ownership information into the same conversation.
Explore the detail ↓Understanding your starting point
An initial overview can identify family relationships, existing planning documents, and the broad categories of assets and obligations. Different assets may be held in different ways. An adviser needs that context before discussing how particular documents might fit together.
Discussing wishes and responsibilities
Planning can include questions about intended beneficiaries, the people proposed for administrative roles, and the needs of dependants. It may also involve business interests or arrangements in more than one place. These subjects are best considered as connected parts of a wider plan.
Keeping a plan relevant
Marriage, separation, a new child, a business change, or a move can prompt a review. The purpose of a review is to understand what has changed and whether existing documents still reflect the intended arrangements. It should include a discussion of how important information will be kept accessible to the appropriate people.
IN CONTEXT
A matter
in perspective.
Illustrative scenarioA business owner’s family circumstances have changed since existing planning documents were prepared. Their wishes, asset ownership, and business arrangements need to be considered as a whole.
A fictional example to explain the discussion. No client matter or result is represented.
Wishes & beneficiaries
Planning documents and review after life changes are considered alongside the immediate question.
BEFORE THE CONVERSATION
Put the right information
on the table.
These materials can help structure an initial discussion. The documents needed for an individual matter will depend on its circumstances.
Read our consultation guide ↗
- 01
Existing wills and related planning documents
- 02
A general asset and liability overview
- 03
Relevant family and ownership information
- 04
A list of wishes and questions to discuss
A CONSIDERED WAY FORWARD
Understand your wishes
Begin with the objectives, the participants, and the information already available.
Map existing arrangements
Connect the documents and circumstances with the questions that need attention.
Review the plan
Discuss the proposed scope, practical priorities, and decisions for the next stage.
General information, not individual legal advice. Services and engagement terms are subject to firm confirmation.
LET’S FIND YOUR NEXT STEP