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Claire provides holistic advice to clients to help protect their wealth during their lifetime and pass wealth to their beneficiaries upon their death, in a considered and tax effective manner. Claire works with clients and their advisors to understand each person’s situation and individual goals, then develop practical strategies to give effect to their intentions.
Claire has a wide range of experience working with clients with complex financial structures and personal situations, including vulnerable beneficiaries and children from previous relationships. Claire’s advice includes consideration of potential claims against the estate and appropriate strategies to defend any claims.
Claire provides advice to clients in respect of:
- Estate planning and wills
- Grants of probate
- Estate administration
Prior to joining Munro Lawyers, Claire worked as a lawyer at Dixon Advisory and in Private Clients at PricewaterhouseCoopers.
Claire holds a Juris Doctor from the University of NSW and a Bachelor of Business (Finance and Accounting) from the University of Technology, Sydney. Claire is a member of the Law Society of NSW and the Society for Trust and Estate Practitioners (STEP).