Estate Planning

We are passionate about helping you “keep your wealth in your bloodline” and have teamed up with a leading Estate Planning Solicitor here in Perth to offer a seamless end to end process which helps you understand your potential estate value and document your final wishes.

A Will is essentially a plan made in advance outlining whom you want to receive the things you own after death.

However, an Estate Plan is much more than that and may include:

  • Instructions for your care if you become disabled or unable to care for yourself before death.
  • Naming a guardian and an inheritance manager for any minor children.
  • Providing for family members with special needs without disrupting government benefits.
  • Providing for loved ones who might be irresponsible with money or who may need future protection from litigation, creditors or relationship breakdowns.
  • Providing for the transfer of your business at disability or death.
  • Minimising taxes, court costs, and unnecessary legal fees.
  • Being an ongoing process, not a one-time event.

Your plan should be reviewed and updated as your family and financial situations change over your lifetime.

Watch the below video for a full introduction to Estate Planning
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