Understanding Estate Planning

(it's more than just a will)


with Lucy Percy, Founder & Principal Lawyer of Head and Heart Estate Planning

Monday, July 15, 2024

7:30 PM - 8:30 PM (AEST)


✨FREE for Members✨


Buy tickets here!

About the Event

Estate planning is all about making sure your assets go where you want them to after you’re gone, and ensuring your loved ones are taken care of. It’s not just about having a will; it includes everything from superannuation to setting up trusts and legal documents like powers of attorney.

In this session Lucy Percy - leading estate planner of Head and Heart Estate Planning - will break down:

1️⃣ Estate vs. Non-Estate Assets: We'll break down the difference between these two and show you how your superannuation fits in.
2️⃣ The Role of an Enduring Power of Attorney: Learn why this document is just as important as a will and how it can help you and your loved ones.
3️⃣ Testamentary Trusts Made Simple: From the basics to the benefits, discover what testamentary trusts are and who should consider them.
4️⃣ Getting Started: Find out how to begin your estate planning journey and why getting professional advice is key.

Lucy Percy


Founder & Principal Lawyer of Head and Heart Estate Planning


Lucy is passionate about helping her clients leave their loved ones with emotional and financial security, to prevent disputes and enable relationships between your family to remain loving and supportive even after you’re gone.

With over 11 years’ experience as a lawyer, Lucy is an expert in estate planning strategies and documents in Victoria, NSW, and QLD

A leader and innovator in this area of law, Lucy helps clients take a holistic approach securing robust legal documents and strategies, as well as addressing non-legal matters in her unique Letter of Wishes templates shared with all clients.

Head and Heart Estate Planning have solutions for everyone, including a unique course and 1:1 meeting hybrid solution, to fixed fee 1:1 packages, and bespoke fixed fee quotes for the most complicated matters.

It is YOUR time!


The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.