Family & Defacto Law
December 18, 2025
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.
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
Our Team
Who to talk to
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.
Client Experience
What matters most
FAQ
Legal questions
answered
Why is Estate Planning important?
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).
What’s the difference between a Will and estate planning?
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.
Who is involved in the Estate Planning process?
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.
What makes your approach to estate planning distinctive?
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.
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.
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.
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.
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.
Blog
Legal insights & Industry updates
Stay informed with our latest analysis on legal developments affecting Western Sydney businesses and families.
Law Bursary
August 31, 2025
Yeshaswi Netrapalli wins 35th Bateman Battersby Law Bursary
Conveyancing Services & Property Law
March 23, 2025
Government ban on foreign purchases of established dwellings commences on 1 April 2025
Trusted for generations across the communities we call home
Whether you’re meeting us in our Penrith office or connecting virtually, you receive the same trusted guidance that generations of Western Sydney families have relied upon.
Western Sydney
- Caddens
- Cambridge Gardens
- Cambridge Park
- Castlereagh
- Claremont Meadows
- Colyton
- Cranebrook
- Emu Heights
- Emu Plains
- Glenmore Park
- Jamisontown
- Jordan Springs
- Kingswood
- Leonay
- Mount Druitt
- Mulgoa
- Orchard Hills
- Regentville
- Richmond
- Silverdale
- St Clair
- St Marys
- Thornton
- Wallacia
- Werombi
- Werrington
- Werrington County
- Werrington Downs
- Windsor
Call us(02) 4731 5899
We aim to return all calls within 2 business hours.
For urgent matters, please let our reception team know when you call.
Write usPO Box 981 Penrith NSW 2750
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No pressure. No obligations. Just practical advice tailored to your situation.