We have been awarded a specialist accreditation in Personal and Business Succession Planning by the Risk Specialist Network and have been able to leverage a relationship with one of Australia’s top legal firms, allowing us to facilitate the complete succession planning process.
This relationship allows us to ensure that our clients are provided with the highest quality legal documentation (Wills, Testamentary Trusts etc.). We act as project managers, saving you endless hours in a solicitor’s office (and endless fees!).
Read more about the important terms and questions you need to consider when discussing your estate planning needs with us, by downloading these documents:
Important Estate Planning Terms and Issues to Consider
Testamentary Trusts – what are they and what can I include in them?
Our services also include correct estate and tax planning for complex structures such as Family Trusts, Companies and Partnerships, to ensure adequate wealth distribution to beneficiaries.
If you have current plan in place, a free review of the existing instructions and documents will give you peace of mind, while ensuring all current rules are met.
