2025 Inheritance State of Play Report

Welcome to our inaugural Report on what West Aussies are thinking, doing, getting wrong and getting right when it comes to inheritance. This is the first of what will be an annual report where we track trends particularly on succession literacy as we help educate, enlighten and inspire Australians to get their estate planning right, and right now – given we’re in the early days of the largest intergenerational wealth transfer we’ve ever seen.

We cover research insights, trends, behaviours, myths and tips on success … and much more in this insightful and important Report.

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Morgan Solomon Director

Morgan Solomon is one of the State’s leading succession lawyers. His legal experience spans over 20 years and works with clients to navigate and resolve complex Wills and estate planning and probate, inheritance issues, estate disputes and litigation and business succession. He also has a wealth of experience in general commercial law. Morgan is adept at making clients feel at ease no matter the situation they are in, working with them delivering smart legal strategies and working hard to find fast and equitable outcomes.

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Western Australia, 6005

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Western Australia 6872

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