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Estate Planning

Estate planning is more than just having an up-to-date will.

It’s also about making sure your assets are protected so your
final wishes leave an enduring legacy.
At Australian Unity Trustees, we help you consider all potential outcomes when you are considering what you wish to happen if you lose capacity or when you pass away.

Estate planning is not just about after you pass away but ensuring that you and your estate are also protected should you lose capacity.

We will discuss strategies with you to increase the certainty that your final wishes will be observed, your assets will be distributed as you wish, and any beneficiaries are cared for in line with your wishes.

What is estate planning?

Our estate planning service is comprehensive and personalised to your needs and is delivered by our estate planning lawyers who bring substantial experience in assisting clients to develop comprehensive estate plans.

Estate planning can include many different outcomes, such as:

• A strategy which minimises the risk to your estate of challenge
• Protection of vulnerable beneficiaries through the establishment of testamentary trusts
• Protection of assets on behalf of beneficiaries who could face bankruptcy, divorce or legal action
• Strategies to minimise taxation for both the estate via discretionary powers and your beneficiaries through income streaming

Our estate planning service is comprehensive and tailored to your needs, and is delivered by our estate planning lawyers who bring substantial experience helping clients
create estate plans. 

It is about giving you certainty and peace of mind.


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Disclaimer

AUT Legal Services Pty Ltd in South Australia: Liability Limited by a scheme approved under professional standards legislation.

This information is provided by Australian Unity Trustees Ltd ACN 162 061 556, of Level 7, 189 Flinders Lane, Melbourne, VIC 3200, AFSL, 483220. Australian Unity Trustees is a wholly owned subsidiary of Australian Unity Limited. Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions. You should seek specialist advice from a tax professional to confirm the impact of this advice on your overall tax position. Information on this site is intended for Australian residents only and any access to this material via the internet is subject to the Terms and Conditions of Use of our website and our Privacy Policy. Please refer to our Financial Services Guide and Fee Schedule.

Nothing on this site represents an offer or solicitation by Australian Unity Trustees in relation to securities or investments in any jurisdiction. Where a particular financial product is mentioned, you should consider the Product Disclosure Statement before making any decisions in relation to the product and Australian Unity Trustees makes no guarantees regarding future performance or in relation to any particular outcome. Whilst every care has been taken in the preparation of this information, it may not remain current after the date on which it is published and Australian Unity Trustees and its related bodies corporate make no representation as to its accuracy or completeness.