DNA is short for deoxyribonucleic acid – but you knew that didn’t you?!
It is the genetic blueprint for making all living things – the molecule of life that contains all the information needed to determine who you are and what you look like. This symbolises our purpose: to breathe life and energy into personal and business Estate Planning in order to create your Effective Legacy™.
We go beyond the idea of morbidity to construct a plan on a foundation formed around your personal values – what is important to you and what you want to leave behind.
An Effective Legacy™ is based on maximising certainty and choices for those we leave behind, and minimising conflict.
The ladder-like helix in our logo symbolises the connection of all things relevant to an Effective Legacy™ . The hourglass effect represents the passing of time; from our lifetime to future generations.
Our want to bring Estate Planning to life, to focus on the creation of a legacy.
WHO ARE WE?
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™.
WHAT DO WE BELIEVE IN?
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 ARE WE DIFFERENT?
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!
WHAT WILL WE LOOK AFTER?
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.
HOW WILL I PAY YOU?
You won’t pay us for our first meeting when we will find out what we need to know and you will discover what you need to know and do. Before you leave us you will know the costs involved and how to proceed. You’ll have no nasty surprises.
WHAT WILL YOU HAVE?
With your completed Estate Plan you’ll have peace of mind and the satisfaction of knowing that you have done the best you can to protect your assets and create an Effective Legacy™ for yourself and for future generations.
Practically speaking you’ll have your estate planning organised with supporting documentation such as wills, powers of attorney, living wills and succession agreements prepared by our specialist legal advisers, as well as appropriate insurances for estate/succession funding and protection.
(Please refer to our Estate Planning Services document for a list of available services/documentation).
HOW DO I GET STARTED?
Just ring or e-mail us and one of our dedicated team members will look after you and make a time for us to get started
Remember – beginning is half way there!