Our Services

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.  As part of our association with various legal advisors we will assist you and/or your solicitor to ensure that your estate is correctly structured and managed.

Estate planning is part of the complete package which is integrated with your insurances, risk insurances, business Wills, and your personal will.
These days with the increasing amounts being invested into superannuation funds there are now Superannuation Wills. These are more important to help minimize taxation consequences to your beneficiaries.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. With our association with our legal advisors who are experienced in estate planning, and can guarantee the succession plan for your assets will be held to.

The areas involved in estate administration we are able to assist in include:

  • Meeting to discuss objectives for your estate 
  • Confirming assets - valuations, inventories, appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

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