Estate Planning for Norwood Families
Wills, trusts, and business succession for Norwood’s heritage property owners and established business community.
Heritage properties, established families, and a strong business-owner community.
Norwood’s mix of heritage homes and owner-operated businesses creates estate planning questions that span both personal and business succession.
Norwood's mix of character homes and owner-operated businesses creates estate planning questions that touch on everything from heritage property succession to business transition planning.
Sam’s succession-only practice handles both personal wills and business succession - often in the same engagement for Norwood business-owner families.
Services Norwood families typically need.
Three steps to protected.
Book a chat
A free 20-minute call. Sam understands your Norwood situation and you see if we’re a good fit.
Plan your documents
We prepare drafts based on your circumstances, with a fixed-fee quote you agree to before work begins.
Sign and protected
Review the drafts, sign with witnesses. Sam can travel to you in Norwood.
Also serving neighbouring areas
Frequently asked questions
Yes. Sam regularly travels to Norwood residents, with no additional charge for home visits within the Adelaide metropolitan area. For older clients, busy professionals, or anyone who prefers to meet at home, we come to you.
Fixed fees for Norwood clients start at $700 (ex-GST) for a simple single Will, $1,000 for a simple couple's Wills, or $1,000/$1,500 for the full Will + EPA + ACD package (single/couple). You'll receive a written fixed-fee quote before any work begins.
For most Norwood clients, typically 2 weeks from first appointment to signed documents. Urgent matters (upcoming surgery, travel, declining health) can be expedited where needed.
Yes. Business succession planning is one of our focus areas. We work with local business owners across Adelaide on buy-sell agreements, shareholder agreements, and business transfer clauses that coordinate with your accountant.
Yes - blended family estate planning is one of the most common matters we handle. We use rights of residence, testamentary trusts, and careful drafting to make sure everyone’s protected without forcing anyone to choose.
Estate planning in Norwood, done properly.
Book a free 20-minute call with Sam. We’ll walk through your situation and give you a fixed-fee quote before you commit to anything.
- Free initial conversation
- Home visits across Norwood at no extra charge
- Fixed-fee quotes, always
- Typically 2 weeks to signed documents