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Our Estate Planning Service

This service enables you, with our assistance, to develop a full estate plan ensuring your financial and medical affairs are taken care of in the event of incapacitation and death and your assets are distributed to your chosen beneficiaries in the most financially efficient and tax effective way.

A well-constructed Estate Plan can help to ensure someone can act on your behalf if you are unable and ensure you and your family are financially secured if you became incapacitated or passed away.  It helps to avoid excess costs or unexpected taxes and protect assets from claims and challenges. 

This service is a seven step process:
  1. Client completes a Preparation Pack
  2. Collate all relevant documentation
  3. Discuss your Estate Planning needs
  4. We will develop a Statement of Advice outlining our recommendations
  5. Presentation of your Statement of Advice
  6. We will assist you with the implementation of our recommendations
  7. Conduct an annual review with us on an annual basis

Our Estate Planning Service covers the following areas:
  • Will (including the distribution of assets)
  • Nomination of guardian for children
  • Powers of Attorney and Powers of Guardianship
  • Testamentary Trust options
  • Plan for illness or incapacity
  • Treatment of your Superannuation upon death
  • Business Succession planning
  • Planning for taxation consequences upon death