Wealth

Estate planning

More than just a will – ensure your assets are protected so your final wishes leave an enduring legacy.

What’s included in an estate plan?

  • Nomination of your financial attorney through an enduring power of attorney document.
  • Nomination of your medical decision maker.
  • Nomination of beneficiaries.
  • Appointment of your executor.
  • Instructions on how you would like your superannuation, property and assets distributed.
  • Instructions on who will manage your financial and legal affairs if you become incapacitated.
  • Nomination of a trustee for any trusts that were established during your lifetime.
  • Establishing and administering any trusts after you pass away.

Outcomes considered in an estate plan:

  • How to minimise the risk of a challenge to your estate.
  • How to best protect vulnerable beneficiaries through the establishment of trusts.
  • How to best protect assets on behalf of beneficiaries who could face bankruptcy, divorce or legal action.
  • How to minimise taxation for both the estate and your beneficiaries.
  • How to ensure you receive appropriate financial and legal assistance when you need it the most.