Estate Planning

 

Whilst everyone’s needs can vary depending on their circumstances a Will, Enduring Power of Attorney and Advance Care Directive are essential.

Succession Planning

A review of your personal and business assets and arrangements. We consider how they can be managed in all types of situations. It helps provide certainty in times of change.

Your Will

You can describe your wishes regarding how your assets are distributed, and how any minor children are cared for after your death

Testamentary Trust

If you have a large Estate, or in certain family situations, a trust may be suitable. Assets are held in trust and managed by a trustee, rather than being gifted immediately to beneficiaries upon your death.

Your Enduring Power of Attorney

You can appoint a person of your choice to manage your assets and financial affairs if you are unable to do so due to illness, an accident or an absence.

Your Advance Care Directive

You can make arrangements for your future health care, medical decisions, living arrangements and other personal matters should you no longer have the mental capacity to make decisions for yourself; whether it be permanent incapacity or temporary incapacity.

Request a copy of our Estate Planning Guide