Sydney Elder Law Practice Doubles Aged Care Advice Output
A 7-lawyer Sydney elder law practice uses Quillio for aged care agreement review, refundable accommodation deposit analysis, NCAT Guardianship Division applications, enduring powers of attorney and appointment of enduring guardian, estate planning with superannuation binding nominations, and Succession Act 2006 (NSW) family provision risk review. The firm has roughly doubled the advice it issues per month with the same lawyer count.
What they were trying to solve
Elder law matters look simple on the invoice line but are deeply interconnected — one client might need a will, an EPOA, an appointment of enduring guardian, an aged care agreement review, a Centrelink assessment strategy, and a superannuation nomination, all factoring in a blended family. Drafting each document with proper cross-checks against the others took hours the practice could not scale. Waitlists stretched to 6 weeks, and families in active aged care placement decisions could not wait that long.
Why Quillio
Quillio was configured with the Succession Act 2006 (NSW), Powers of Attorney Act 2003 (NSW), Guardianship Act 1987 (NSW), Aged Care Act 1997 (Cth), Retirement Villages Act 1999 (NSW), and relevant Social Security Act provisions covering the aged pension assets and income tests. Lawyers now take client instructions, and Quillio produces a structured package — draft will, EPOA, appointment of enduring guardian, and an advice memo flagging family provision risk and Centrelink exposure.
Implementation
Started with a four-week pilot on estate planning packages for two senior lawyers. Aged care agreement review and RAD analysis added in month two. NCAT Guardianship Division application workflow added in month three, including a session on balancing capacity evidence.
Measurable outcomes
From initial call to first advice meeting
Same 7-lawyer headcount, across will / EPOA / EG / aged care bundles
From 3 hours to under 1 hour per facility agreement and RAD structure
Every estate plan now comes with a Succession Act 2006 (NSW) Part 3.2 risk analysis
Guardianship Division applications with supporting evidence bundle
Elder law clients come to us in the middle of a crisis — the placement decision is already this weekend. We couldn't keep telling families "six weeks". Quillio means we can see them in ten days without cutting corners on the care we owe them.
How it works in practice
Estate planning packages under the Succession Act 2006 (NSW), EPOAs under the Powers of Attorney Act 2003 (NSW), appointments of enduring guardian and NCAT Guardianship Division applications under the Guardianship Act 1987 (NSW), aged care agreements under the Aged Care Act 1997 (Cth), RAD/DAP analysis, Centrelink aged pension strategy, and superannuation binding death benefit nominations.
What they avoided
Capping new client intake or hiring a second senior lawyer who was not available in the Sydney elder law market — while families were being told by other practices they'd have to wait two months.
Case study FAQs
Does Quillio understand NSW elder law?
Yes — it is trained on the Succession Act 2006 (NSW), Powers of Attorney Act 2003 (NSW), Guardianship Act 1987 (NSW), and the Probate and Administration Act 1898 (NSW), plus the NCAT Guardianship Division practice.
What about aged care and Centrelink?
Quillio reviews aged care agreements under the Aged Care Act 1997 (Cth) and Aged Care Quality and Safety Commission rules, analyses RAD and DAP structures, and flags aged pension assets and income test exposure under the Social Security Act 1991 (Cth).
Does it handle capacity issues sensibly?
It drafts supporting material for NCAT Guardianship Division applications and flags capacity concerns on instructions. The capacity decision itself remains with the lawyer and the treating doctor — Quillio is support, not substitute.
Can it flag family provision risk?
Yes — every estate plan includes a Part 3.2 Succession Act 2006 (NSW) risk memo covering eligible persons, factors warranting, and likely quantum bands based on recent NSW authorities.
Does it handle superannuation nominations?
Yes — binding and non-binding nominations, reversionary pensions, and the interaction between the superannuation death benefit and the will under SIS Act and trust deed requirements.
Run the same pilot.
Elder law and estate planning practices should trial Quillio on a batch of advice packages — the cross-checking between will, EPOA, guardianship, and aged care is where the time comes back. Start a free trial.
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