Our Services

Umbrella Law offers and provides legal services across a range of areas of expertise to individuals, trustees, businesses (including other law firms) and community organisations. This includes compliance, business structures, trusts, charities, wills, estates, relationship property, independent legal advice, opinions and submissions.

 Compliance and compliance programmes

• Recommendations and advice on compliance – running a business and managing risk
• Establishment, development and/or implementation of compliance programmes – such as AML/CFT Compliance Programmes and financial adviser disclosure requirements
• Review and/or establishment of policies, procedures and documents forming part or all of a compliance approach for a business or organisation

 Business structures and documents

• Advice on, and formation of, business structures - such as companies and (limited) partnerships
• Constitutions, shareholders agreements and joint venture agreements
• Advice on buying and selling businesses
• Business contracts and documents
• Business restructuring and wind-ups
• Administration of companies, limited partnerships and other business structures

 Charities and not for profit organisations

• Formation of charitable trusts, incorporated societies and other charitable and not for profit organisations
• Advice on governance, compliance, management and administration of charitable and not for profit organisations 
• Changes to trust deeds and other governing documents

 Trusts

• Advice on, and establishment of, trusts of all types
• Trust variations, restructures and resettlements
• Trust administration
• Gifting programmes

 Wills and estate administration

• Advice specific to estate planning and succession
• Wills
• Living Wills/Advance Directives
• Estate administration

 Trustees and beneficiaries

• Advice to trustees on their powers, duties and responsibilities
• Advice to beneficiaries on their rights, responsibilities and entitlements

 Powers of attorney

• Enduring Powers of Attorney (EPAs)
• Ordinary Powers of Attorney and Deeds of Delegations

Property

• Relationship property advice
• Contracting Out Agreements
• Property Agreements - including where ownership is shared amongst different persons or groups
• Separation Agreements

 Independent advice, reviews, submissions and short-term projects

• Advice regarding, and assisting with resolution of, disputes and claims
• Independent legal advice (for example, EPAs and bank documents)
• Opinion work - including provision of external/independent advice
• Review and/or provision of contracts, templates and precedents
• Written and oral submissions on consultative and legislative documents
• Short term contracts and projects – particularly related to (on-site/seconded) development and implementation of new (legal) requirements