"Our purpose - to make estate and succession planning simpler, effective and accessible"  

or Call Us on 08 9474 3648

Our Professional Estate Planning Services

Estate Planning Services
You Can Count On!

We are an energetic and innovative firm specialising in Estate and Business Succession Planning. Our focus in these areas allows us to devote the time and gain the knowledge required to provide you with solutions that really work to create your Effective Legacy™.

We believe in making Estate and Business Succession Planning simpler, effective and accessible. It’s a sad fact that so many Australians fail to complete an estate plan with tragic consequences for their families and businesses. Estate Planning DNA exists to play a leading role in changing this and in creating greater security and certainty and less conflict in the Australian community.

Why us?

We’re different because we want to know you and what you need. We’re about sharing your concerns and needs and working with you inter-actively to find solutions. Together we’ll make sure that we finish what we start!  We’ll look after the how, why and when of what you leave behind, be it your personal estate, your business or your values.

Yes your values – they are the foundation of succession and make the difference between harmony and conflict, dignity and disaster. Where necessary we’ll also arrange insurances to look after your asset protection and estate funding requirements

What Our Clients Say

Shane Melaugh

“I have known Mike for more than 20 years and benefited from his company’s services during all this time”

“I have known Mike for more than 20 years and benefited from his company’s services during all this time. Succession planning with my business partners and family members with the development of necessary contracts has been particularly beneficial. Mike’s wide experience and keen interest in matters of personal development has been most helpful..

Rick Fenny
Vet and Entrepreneur

or CALL US on 08 9474 3648