Estate planning

Estate planning is the process of ensuring that when the time is right your wealth is transferred in accordance with your wishes. Proper estate planning is required to protect vulnerable family members and to minimise the risk of losing valuable assets.

Although a will and enduring power of attorney are important elements of an estate plan, proper estate planning also includes strategies such as:

  • superannuation binding death benefit nominations;
  • securing succession to the role of trustee and appointor for trusts in the event of death or incapacity; and
  • securing control of companies and partnership interests in the event of death or incapacity.

We work with your team of advisors to create a comprehensive estate planning strategy.

We review your current investment structures (such as family trust deeds, company constitutions and superannuation trust fund deeds) and implement strategies to develop an effective estate plan that not only meets your requirements, but those of future generations.

 

Estate planning checklist