Estates

An Estate Plan documents how you wish your wealth to be transferred to the next generation. Our Estate Planning team, work with you to make sure that your wealth is distributed how you want.

A Will is a legal document that clearly states how you would like your assets - such as property, cash, shares or jewellery - distributed upon your passing. Also guardianship of your children

Enduring Powers of Attorney are legal documents that appoint a trusted person to make important decisions on your behalf if a time comes when you no longer can or choose not to do so.

Unlike personally held assets, superannuation is not subject to the terms of a Will even if it is referred to in one. It is essential to plan for what happens to your superannuation death benefits should you pass away

Sometimes known as a ‘living Will’, an Advance Care Directive is a legal document that formally records your wishes for future care.

An Executor ensures your wealth is protected and distributed properly.