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A comprehensive estate plan will transfer control and distribute your assets on death, together with transferring decision making in the event of loss of capacity.

Preparation of a Will is an important element of any estate plan. Consideration also needs to be given to the following:

  • Testamentary trusts
  • Superannuation nominations
  • Control of family trust and companies
  • Power of attorney
  • Guardianship arrangement
  • Advanced health directive

We are unable to provide legal advice, however given we commonly have a thorough understanding of your family structure and financial position, we are well-placed to identify areas requiring attention. If required, we can provide a referral to a specialist estate planning solicitor.

We can also assist with incorporating a charitable gift within your estate plan or the establishment and administration of a private charitable foundation.

We commonly have a thorough understanding of your family structure and financial position, so are well-placed to identify areas requiring attention.

Early planning is key to
achieving your objectives.

Contact us to learn how our planning can assist with securing your
financial future.

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