Everingham Solomons

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Wills & Estates

Protecting your most valuable possessions

When you work hard to build your assets, it makes sense to take the same care in ensuring your loved ones benefit when you are gone.

By having a plan now – regardless of your stage in life – you make sure your estate ends up in the right hands.

Everingham Solomons solicitors specialise in wills and estates and will work with you to ensure every step of the planning process is smooth.

Wills

Making a will is a relatively simple process, and it is easy to keep updated – your will should be prepared now, just in case.

Power of Attorney

Another important decision is whether to appoint a power of attorney. If you are incapacitated, it can be a slow and complex process to appoint someone to help manage your affairs. By arranging this now, you can avoid difficulties later.

Estate

Careful planning ensures your estate is distributed to your beneficiaries the way you wish. It is more than simply making a will; there could be taxation and financial management implications.

Read our articles about wills & estates.

Our Team

 

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Ken Sorrenson
Director

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Terry Robinson
Director

Lesley McDonnell

Lesley McDonnell
Senior Associate

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Suzanne Hindmarsh
Conveyancer

Copyright © 2016 Everingham Solomons: Helping you is our business

Conditions of Use

This website is owned and maintained by Everingham Solomons ("Eversol"). By using this site, you agree to the terms, conditions, notices and any other requirements contained within these Conditions. Eversol reserves the right to amend the Conditions at any time without prior notice. Any communication you send over the internet is part of the public domain and may be accessed by any member of the public. It is recommended that no sensitive information is expressed in this way. This site contains links to other internet sites, which are maintained entirely by independent third parties. These sites are not under the control of Eversol and Eversol is not responsible for their contents. You enter them entirely at your own risk. Further, Eversol does not guarantee that access will be available to these sites. Under no circumstances will Eversol or any of its employees be liable for any direct, indirect, consequential, incidental and/or special damages or loss of profits whatsoever. The information provided on this website is not and should not be relied upon in lieu of specific legal advice from a legal practitioner in relation to your own set of circumstances. Neither Eversol nor its related entities or employees accept any liability arising from any person or persons relying on any information contained in or linked from this site.

© Everingham Solomons

Privacy

Everingham Solomons Solicitors is bound by the National Privacy Principles contained in the Privacy Act 1988 (Cth). This Privacy Statement outlines how we handle your personal information.
THE INFORMATION WE COLLECT

We collect information including, but not limited to:

  • Names
  • Addresses
  • Occupations
  • Financial details
  • Identification documentation
  • Other relevant information that enables us to meet our legal obligations and conduct our business
WHY WE COLLECT PERSONAL INFORMATION

To enable us to meet statutory requirements, our legal obligations, conduct our business, and provide and market our services.

ABOUT WHOM WE COLLECT INFORMATION
  • Our clients
  • Potential clients
  • Our clients' employees
  • Our employees and prospective employees
  • Suppliers of other services including, but not limited to, other legal and financial services
  • Persons who we are legally required to record information on.
COLLECTION OF PERSONAL INFORMATION IS OBTAINED FROM
  • Personal consultations
  • Information provided by you
  • Information contained in forms and documents which you may be required to complete
  • Business records
  • Telephone conversations
  • Email messages
  • Information from third parties, such as medical reports and financial records and statements
  • Identification documents provided by you
USE & DISCLOSURE OF PERSONAL INFORMATION

We will use and disclose your personal information only for the purpose of providing our services to you, or for a related purpose including marketing our services.

We will use and disclose your personal information for the purposes of complying with our statutory and legal obligations when providing our services.

We may be required to disclose your personal information to comply with certain legal obligations, or where we are compelled to do so by law.

We may be required to disclose your personal information to ensure your safety, the safety of another person, or to prevent a threat to life.

Generally, the information provided by you is utilised to carry out your instructions and advance your matter.

TO WHOM PERSONAL INFORMATION IS DISCLOSED

Your personal information may be disclosed to:

  • Other companies or individuals who assist us to provide services to you, or perform functions on your behalf, such as other law firms, barristers and related service providers
  • Courts, tribunals and government authorities
  • Any other person or organisation to whom you authorise us to disclose your information. This may include organisations that provide financial or other legal services
STORAGE OF PERSONAL INFORMATION

We will take reasonable steps to ensure that the personal information we collect, hold and disclose is accurate, complete and up-to-date. Your personal information is held in both paper-based files and computer storage facilities. We have taken reasonable measures to ensure this information is secure and to protect your information from misuse, loss, unauthorised access or disclosure.

SENSITIVE INFORMATION

We may be required to obtain sensitive information. We will do so only when it is necessary to provide our services to you. We will use and disclose this information only with your consent, or where we are compelled by law to do so. This sensitive information may include details relating to a person's criminal record, religion, ethnic or racial origin or sexual preference.

GAINING ACCESS TO YOUR PERSONAL INFORMATION

If you wish to have access to your personal information, please email our Privacy Officer Monica Brooks, or call her on (02) 6766 1066.

OUR CONTACT DETAILS

If you wish to discuss this policy, update your information, or make a complaint, please email our Privacy Officer Monica Brooks, or call her on (02) 6766 1066. Write to us at PO Box 524 Tamworth NSW 2340. If you do not wish to receive any of our marketing or other material, please call us on (02) 6766 1066, and we will remove your name from relevant listings.