Estate Planning Services
Summary of Item
This document determines who inherits from you.
Testamentary Trust (Willmakers)
Your gifts to each other take advantage of the potential tax savings and asset protection available in a testamentary trust.
Your gifts to your main beneficiaries take advantage of the potential tax saving and asset protection available i.e bankruptcy and Family Law.
Vulnerable Beneficiary Trust
Where a beneficiary needs the inheritance to be cared for due to vulnerability arising from disability or social issues.
Special Disability Trust
Where a beneficiary is eligible to benefit from the special treatment of funds for people with a disability.
Mutual Will Agreement
A contract between you and your spouse (or partner) to make Wills that protect your gifts to the next generation.
Providing direction to your superannuation trustees on who is to receive your superannuation assets either binding or non-binding.
Enduring Power(s) of Attorney
This document gives another person the power to sign on your behalf in business or financial decision making.
Enduring Power(s) of Guardianship
This document gives another person the power to make personal, lifestyle or medical treatment decisions for you.
Advance Health Directive(s)
In this document, you make medical treatment decisions for yourself in advance.
Trust Deed Variation/update
Your family trust needs to be updated or varied to match your estate plan.
An agreement between business owners to preserve business but benefit family in the event of death or disability.
Strategies using insurance to “leverage” your estate and ensure that your estate can provide a safe and secure future for those important to you.
Insurance strategies to protect your estate and financial resources during your lifetime.
Additional meeting to ensure correct signature of all documents.
Estate Planning DNA designed folder for preserving estate planning documents.
We provide storage of your Will(s) in a special vault protected against fire and water damage.