Penrith Lawyers

Call Us (02) 4731 5899

Estate Planning Lawyers Penrith Area

Protecting Your Legacy for Generations to Come

Your life’s work deserves careful protection. With more than 40 years guiding Penrith families through estate planning, we ensure your assets pass to your beneficiaries in the most secure and tax-effective way possible.

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40+

Years of Elder Law experience

Trusted

Accredited Specialists in Wills & Estates

10+

Law Society of NSW Members

40+

Years Serving Western Sydney Seniors

Estate Planning

Expert estate planning will benefit your beneficiaries in the future, whilst ensuring that you still get maximum use and enjoyment from your assets during your lifetime.

It’s important to ensure that your estate is passed onto your beneficiaries in the most flexible and tax effective way possible. Estate planning can be as simple as reviewing your Will to transferring assets while you are alive particularly if your assets are of considerable value.

Feel free to download our Estate Planning Fact Finder guide below, to assist you in your considerations for planning your future.

At Bateman Battersby Lawyers Penrith our Wills and Estate Lawyers can help with;

  • Revising your existing situation, including insurance and superannuation
  • Creating Family trusts
  • Considering tax concessions
  • Preparing a Power of Attorney
About Us

Heritage, innovation, and generational trust

Our Mission

Since 1991, Bateman Battersby has served as the cornerstone of legal excellence in Western Sydney. We combine institutional knowledge with innovative strategies to provide sophisticated legal services that builds and protects generational success.

Our Commitment

We create comprehensive legal solutions that consider both immediate needs and long-term concerns. Our heritage of excellence ensures that when the stakes are high and the matters are complex, you have proven and reliable advocates in your corner.

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Client Experience

What matters most

5.0

Star Rating

Estate & Property Services

“Many thanks to John Bateman, Jenni Hutchings and the team at Bateman Battersby Lawyers for the smooth and efficient process they provided in the sale of our deceased estate property. I am very happy with the timely advice, legal and related services which they provided during the selling process. I enjoyed working with them, and recommend them to others for the provision of similar services.”

John Verhoeven
Google Review
5

Property Transactions

“I had a fantastic experience with John Bateman and Jenni Hutchings. They assisted me when selling my unit and purchasing a new property in May and August this year. Such amazing professionalism and absolute expertise. I felt safe and looked after, they included me in every step and made sure I understood and was comfortable with all aspects of the process. I cannot praise them enough.”

Laura Abraxas
Google Review
5

Business & Property Acquisition

“I recently had the pleasure of working with John Bateman, and his secretary Jenni, to purchase a property and a company. I received a high level of care and guidance through the process and their meticulous work was a huge support through an unfamiliar process. I look forward to working with them again in the future.”

Andrew Brouwer
Google Review
5

First Home Buyers

“John was fantastic, he made the journey of buying our first home an easy one and we felt supported throughout the whole process. Would highly recommend!”

Sonja Stindl
Google Review
5

FAQ

Legal questions
answered

Estate planning is essential to the short term and long term goals of your family. The process of estate planning will depend on the individual circumstances of your family.

Estate planning is the legal process of documenting and structuring matters relating to your assets, your Will, superannuation, your business, loans, wishes for dealing with a family trust or other trust, and perhaps putting a Power of Attorney in place.

There are many different factors that will affect what is most suitable for you, including the make up of your family (i.e. second marriages, de facto partners, step-children etc).

A Will is one component of comprehensive estate planning. While a Will directs how your assets are distributed after death, estate planning includes strategies for incapacity, tax minimisation, asset protection, and succession planning. We help you understand what level of planning is right for your situation.

If your circumstances are fairly straight forward, it may be as simple as preparing a new Will and a Power of Attorney.

However if your assets and circumstances are more complex, sometimes your accountant, financial planner, banker and insurance consultants are involved to assist with their own area of expertise and give the best possible outcome.

Estate planning is about more than just a will. We help you consider tax, family needs, business succession, and how to pass on wealth to future generations. The goal is simple: protecting what you’ve built for the people who matter most.

How it works

Your legal journey: consultation to resolution

Our comprehensive approach ensures every aspect of your legal matter receives the attention it deserves, with seamless coordination across our legal team.

1

Comprehensive Consultation

Understanding the complete picture. We start with a thorough consultation to understand your immediate needs and the bigger picture: your business, family, and long-term goals.

2

Multi-Disciplinary Analysis

We look at all relevant legal areas to spot potential issues and build solutions that address the full scope of your matter.

3

Coordinated Implementation

Execution with precision. We implement your legal solution with careful attention to detail, keeping you informed at every step while managing all the complex legal processes on your behalf.

4

Ongoing Relationship

Generational legal partnership. Many of our client relationships span decades and generations. We provide ongoing counsel as your circumstances evolve and your needs change.

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When your legal matter demands proven excellence

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