About Us
Estate Planning Equation – Preventative Law is a boutique law firm focused on estate and succession planning.
We work closely with individuals, families, family businesses, accountants, and financial advisers to develop tailored, strategic solutions that protect what matters most.
We believe that effective estate planning is about more than preparing legal documents. It is about understanding your circumstances, your values, and your long-term goals. By combining our technical legal expertise with clear, down-to-earth advice, we help our clients make informed decisions with confidence, knowing they have been heard, understood, and supported throughout the process.
Every client receives a personalised strategy designed to reflect their unique needs.
We take a holistic and preventative approach, considering not only your estate planning objectives but also asset protection, tax implications, business succession, and family dynamics to create practical, well-considered solutions in otherwise complex matters.
We aim to anticipate and prevent challenges which may arise when actioning your estate plan before they happen, giving family members peace of mind during their most difficult times.
Our firm is built on the foundations established by our founder, Allan Swan, whose more than 40 years of experience in wills and estate planning continues to shape our commitment to exceptional client service.
Today, our dedicated team is proud to guide clients through life's many stages—from building and protecting wealth to planning for retirement and supporting families through the administration of a loved one's estate.
Our goal is simple: to provide thoughtful estate planning that gives you clarity, confidence, and peace of mind for the future.
Learn more about what we do.
Estate Planning Equation provides services such as Testamentary Trusts, Special Disability Trusts, Wills, Estates, and much more.
See Our Services to learn more about our areas of expertise.