Trusts, Wills, and Private Wealth

When trusts, wills, wealth, and family overlap, certainty matters.
Trust, estate, and inheritance matters often involve more than legal questions alone. Family dynamics, differing expectations, and complex assets can make resolution challenging.
We help families work through these matters privately, with a structured process designed to reach clear and workable outcomes.
Book a free phone consultation

What we help with

Wills, estate and inheritance matters

Questions relating to distribution, interpretation, or disagreements between beneficiaries.

Trust-related issues

Including governance, administration, responsibilities, and differing expectations between parties.

Executor and trustee decision deadlocks

Supporting clarity where roles, responsibilities, or decisions are being challenged.

Blended family disagreements around assets

When differing views, communication breakdowns or long-standing dynamics make resolution difficult.

Complex family and asset structures

Navigating high-value matters with multiple trusts, active businesses, relationship property claims, or overseas assets.

A structured way to work through complex matters

These situations often involve more than a single issue — and more than two people.
  • Court processes can be slow, costly, and focused on legal positions rather than practical family outcomes. Mediation provides a private and more constructive way to work through complex matters while preserving important relationships where possible.
  • At FDRC, we tailor the process to the unique legal, financial, and family dynamics involved in trust and estate matters.
  • You'll have a dedicated case manager throughout the process, helping coordinate communication, preparation, and practical next steps.

Why people choose this approach

Work through complexity constructively

Address both practical and personal aspects of the matter. 

Stay in control of outcomes

Decisions are reached by agreement rather than imposed through court proceedings

Keep matters private

No courtroom. No public records, Sensitive family and financial matters remain confidential.

Bring the right people into the process

Including advisors, trustees, beneficiaries and relevant family members where appropriate.

Reach practical outcomes

Clear arrangement people can can move forward with in real life.

Who we support

Families and beneficiaries

Working through estate, trust, or inheritance matters.

Executors, trustees and attorneys

Seeking clarity where decisions are being questioned or challenged.

Blended and multi-generational families

Navigating competing interests, expectations and complex relationship dynamics.

Professionals and their clients

Collaborating with lawyers, corporate trustees, accountants, and advisors

Higher-value or complex wealth matters

Including multiple trusts, layered structures, or significant assets.

How much does this cost

Trust, estate, and private wealth matters often involve complex relationships, significant assets, or multiple people with different interests and perspectives.
Some matters can be resolved through a focused mediation process, while others require more preparation, documentation, or involvement from legal and financial advisors.
Our pricing is designed to match the level of support your situation requires — so the process remains practical, efficient, and appropriately supported.
Trust, estate, and private wealth mediation packages typically start from $3,000 + GST.
We’ll explain your options clearly before anything proceeds, including:
  • the level of preparation involved
  • whether advisors or additional specialists may be needed
  • what support is included
  • and what costs to expect
You can view our pricing overview here:
Our pricing

What happens next

You don't need to have everything figured out before reaching out.
Start with a consultation or application
01.

Start with a consultation or application

We'll help you understand your options and the best next step.
We assess the situation
02.

We assess the situation

We understand the issues involved and ensure the right process is in place.
We prepare everything
03.

We prepare everything

We coordinate the people, agreements, and practical arrangements.
You move forward
04.

You move forward

The right specialist guides you through the process with clarity and support.

Common questions

Ready to take the next step?

You don’t need to have everything figured out before you reach out.
A free phone consultation is the easiest way to understand your options and decide what feels right for your situation.
Book a free phone consultation