Estate planning is more than making a Will and enduring power of attorney.
The purpose of an estate plan is to provide you with peace of mind about the succession of your assets. Our services incorporate:
Planning & Protection
Advice specific to your financial planning objectives
Addressing any taxation issues which may unravel the benefits of the estate plan
Advice concerning strategies to protect your estate as much as possible against any real or perceived risk of bankruptcy, relationship breakdown or claims against the estate
Advice on complex personal circumstances and asset structures which may include trusts, private companies or self-managed superannuation funds
Documentation & Administration
Preparation of Wills and all other estate documentation including enduring powers of attorney
Applications for Probate or Letters of Administration
Dispute Resolution
Estate Administration
Dispute Resolution in the event of contested will applications and trust and estate matters
