CONTACT THE ESTATE LAWYERS WITH YOUR QUESTIONS
THE ESTATE LAWYERS CAN BE YOUR STRATEGIC PARTNER
At The Estate Lawyers, we pride ourselves on being a referral based business. We are always looking to develop new business and referral relationships with other professionals.
We act as your town agent and your colleague
We don’t steal your clients
We accept jobs as a Court appointed Administrator or a Litigation guardian
We are happy to act in your conflict matter to assist with the litigation only whilst you retain your estate administration file
If you are interested in working with us, please contact us and we'll be happy to answer any questions. You’ll also find out more about our partnership options below.
STRATEGIC PARTNERSHIPS WITH OTHER LAWYERS
If you have a client who needs advice in relation to a Queensland Will or estate issue, we would be pleased to talk with you about them.
We have developed a number of referral relationships with other law firms and we ensure that we have internal systems so we only represent your client in relation to the work for which you have referred them to us.
We will never poach your client to complete any other legal work. For example:
We would be pleased to represent your client in relation to and Will or estate litigation matter whilst your firm retains the estate administration. Our firm has the resources and the staff to handle large litigation files and we would be prepared to defer the requirement for payment of our fees.
We accept instructions in town agency matters and can work with your staff or your client directly to complete a certain retainer. We shall then cease work after the retainer is complete and refer your client back to you.
If you are not based in Queensland but have a Queensland based estate and would like some assistance, we would be pleased to advise on an as required basis. Please call us if you believe we can be of some assistance to you.
STRATEGIC PARTNERSHIPS WITH ADMINISTRATORS, TRUSTEES AND LITIGATION GUARDIAN SERVICES
Our Managing Director, Kent Dalziel, welcomes referrals from other professionals. Kent regularly accepts appointments as an independent Administrator of Deceased estates, as an Executor and / or Trustee of Wills when a suitable family member cannot be located and as a Litigation Guardian for people under a legal disability. Recently, Kent was appointed as the independent Administrator of a Deceased estate where the Court referred to him as ‘independent, competent and willing to act.’ This judgement can be found here.
Kent is comfortable accepting these roles and the risks and other obligations that come with them. His fee for Administrator, Executor and Litigation Guardian services is charged on the basis of the Supreme Court Scale of costs, as assessed by an independent cost assessor.
If you do have a Will or estate litigation matter which requires any of these roles, please contact us and Kent would be pleased to have a confidential discussion with you.
STRATEGIC PARTNERSHIPS WITH ACCOUNTANTS AND FINANCIAL PLANNERS
If you are looking for a lawyer to refer your Will and estate planning clients to, we would like to discuss this referral opportunity to you.
We want to work with you to see what investment and financial strategies your clients already have, what their plans are for the future and then the best way to document their wishes.
The Estate Lawyers does not provide taxation advice, except for the taxation benefits of Testamentary Trust Wills, and we do not prove any financial advice.
We do not want to change any investment strategy you have with your clients, we merely want to ensure that upon their incapacity and death, what your client wants to happen with their money will happen.
If you are based in Brisbane or in the Gold Coast, we would be happy to meet your clients for the initial meeting in your office. If this interests you, please contact us to discuss further.