Protect your legacy and provide your family with confidence. We specialise in estate planning in preparing your Will or Testamentary Trust. We provide a tailored solution that best suits you and your family today and in the future. Estate planning is to ensure your wishes.
Your understanding of the importance of Estate Planning begins with our team empowering you with our many years of knowledge and understanding of even the most difficult of situations. This ensures that there is no conflict and uncertainty, will maximise tax benefits, and set your loved ones up for success. It's estimated that 70% of families will lose their wealth by the second generation, and 90% will lose it by the third. Wills and estate planning helps your hard-earned legacy live on.
Our team has extensive experience in Estate Planning, and we will provide you with the advice you need to ensure that your wishes are carried out after you have passed away. It's not a pleasant topic or an easy conversation to have, but with our understand and sensitive approach, we will guide you towards the best solutions for you and your future. We demonstrate this in our cultivated approach that's equal parts compassionate and practical. We understand that there can be lots of moving parts in your estate planning, so we also work alongside your financial advisor, accountant, business consultant and finance broker to establish a strategy that covers all your bases. Our processes are streamlined so that you can get back to life sooner.
When a loved one passes away, we understand that it is a very hard and sad time for you and your family. We will guide you and work with you with our sensitive and understanding approach. If you have been appointed an Executor of a loved ones Will, you will need to apply for a Grant of Probate. A Grant of Probate is when a loved one passes away and leaves a Will containing all their wishes. We will go through the process, step by step, with you to gather all the relevant information in order to start the process and apply for the Grant. There will be distributions to be made, debts to be sorted and property to be dealt with. Our team of experts will be there from start to finish leaving you with the comfort of knowing everything has been taken care of in a seamless manner.
Challenging a Will can be hard but finding out you have been left out of a Will can be devasting. Challenging a Will can be complicated and not a smooth process. Our team have many years of experience in dealing with the most complex of matters. It’s important to work with experts who you can trust and can assist you and guide you through the process, as it may take quite a while to reach an agreement and finalise the matter. When things become challenging and stressful, our team will be there with you every step of the way.