What will happen to your assets and investments when you’re gone? This is a question many people don’t tend to consider until later in life, but we see it as a priority. The earlier you start planning, the better – and we’re here to advise you.
What is estate planning?
Estate planning is all about making decisions around what happens to your estate and net wealth in the event of your death. Its purpose is to give you peace of mind that your loved ones will be taken care of and that your assets will be passed on in the most efficient way.
What’s involved in an estate plan?
- Preparing a will
- Superannuation death benefit nominations
- Creation of testamentary trusts
- Powers of attorney
- Enduring guardianship
- Advance health directive
Let’s discuss estate planning
By sitting down with you and having a discussion about what your estate objectives are, we get to learn a lot more about you, your values, and where you see your family. This gives us the insight to better advise you in other areas of your finances.
Many of the tasks involved in estate planning will be dealt with by a specialist estate planning lawyer, but we’re involved in the process. For example, we’ll be part of the meetings with your solicitor. Our role in these meetings is to guide the discussion, so it stays aligned with your objectives.
We also keep all of your estate planning documents in our care. Doing this means that if something does happen, we have access to those documents immediately and can liaise with your lawyer to ensure the process runs smoothly.