Swanwick Murray Roche Lawyers

74 Victoria Parade, Rockhampton QLD 4700   •   (07) 4931 1888   •   SERVICE PORTAL

Wills Estates Planning Litigation

Swanwick Murray Roche – Rockhampton & CQ Lawyers & Solicitors

What we do

Our wills estates planning & litigation lawyers & solicitors are based in Rockhampton and service Queensland. Since 1892, we have provided services to families and individuals to give peace of mind, clear understanding of risks and estate issues and empathy and straightforward direction in estate disputes. Our services include (but are not limited to) the following services:

Our Process

For any matter involving a Will, estate or planning issue; our process is usually as follows:

  • Step One: Contact our Office
    • At this initial contact, we will arrange an appointment that suits you (and any other people involved).
    • Depending on the matter, we can usually give an indication of costs.
    • We can provide you with some general information to help you gather information and prepare for the appointment.
  • Step Two: Meeting
    • At this meeting, you tell us your situation and circumstances.
    • We then ask questions to clarify the issues and discover the information needed so that we can provide you with advice.
    • By the end of the appointment, we will be able to confirm the plan and steps to resolve your issue or finalise your matter, give you an estimate of costs and give you some estimates of timeframes for completion of the works.
  • Step Three:  Plan Implemented
    • In this stage, we implement the plan with you with a view to resolving your matter as quickly as possible.
Our Fees

Every matter is different. We have provided some estimates for each service on the respective page. For all other matters, we can provide a quote by telephone or upon consideration of your issues (i.e. after the meeting).

Some estate litigation matters, we will perform on a no-win, no-fee basis. If this applies to you, we will have that discussion.

We are often asked for our opinion on “free wills”, “make your own will kits”, “what if I write my own will”, “self-prepared wills”. To this, we say:

  • for lawyers, it’s more than “drafting a will” – after a will drafting appointment, clients will often understand that the important involvement of a lawyer is not merely drafting documents – more so, the role is to investigate your circumstances and provide you with legal advice about possible legal issues in your estate. This could range from anything – potential legal challenges on your estate, undocumented loans, issues around capacity, whether you own property in such a way that you can transfer it under your will, whether you are legally entitled to gift an asset. The importance of having a lawyer draft the will is for the lawyer to advise you about whether the will can be implemented or not.
  • cost and expense – there are a number of cases where self-prepared Wills haven’t been prepared properly or circumstances haven’t been properly considered. The duty of the executor is to uphold the will. If the will is unclear, the executor may need to apply to the court for directions (otherwise, the executor may be sued by beneficiaries). Such an application could cost more than $7000 (very roughly). Its great business for lawyers, but terrible for an estate where the person thought they were saving a bit of cash doing it themselves.
  • there’s usually a catch – there are a few companies promoting that they do “free wills”. Often, the company is also the executor of the Will. After death, they carry out the role of the executor and charge large fees and take far longer than a family member might. If they are not the executor, unwary family members may be enticed into having the company administer the will with lack of transparency around fees and long delays being the most often complaint we hear.

Our Team

Our wills & estates team is made up of the following friendly team members:

  • Robert Rooney – Principal Solicitor & Partner
  • Terry Tummon – Principal Solicitor & Partner
  • Jenna O’Donnell – Paralegal
  • Josie Finlayson – Paralegal

 

MEET OUR TEAM.

David Lipke

David Lipke is a partner of our Rockhampton firm overseeing the litigation and insurance division in the firm. His experience includes work in institutional claims, workers compensation and motor accident claims.

Terry Tummon

Terry Tummon is a partner of the firm overseeing the family law division. Terry’s experience includes dealing with property settlement and litigation matters.

Robert Rooney

Robert Rooney is a partner of the firm overseeing the commercial & business, property, wills & estates division. His experience includes commercial transaction and advisory work.

Katina Perren

Katina Perren is a solicitor of the firm, Independent Children’s Lawyer and Separate Representative. Her experience includes work in custody, separation, divorce and property settlement matters.

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