Estate Planning
We take a whole of wealth approach to your goals and aspirations, considering everything you want to achieve with your wealth; from wealth creation and wealth management through to efficient wealth transfer and philanthropy.
Having accumulated assets, you may want to pass your wealth on to future generations and organisations you care about. Effective estate planning is about developing objectives for your estate that are in accordance with your wishes. By addressing the ownership, location, and structure of your assets, we will work with you at every point in your financial life cycle to ensure your wealth is protected from the erosion of tax or inflation.
Strategies & Structures
- fully qualified, accredited and experienced Estate Planners provided by National Australia Trustees
- wealth transfer and protection strategies aligned to your financial strategy
- tailored solutions regardless of whether your wealth is held personally, through private companies, trusts or superannuation
- manage the implementation of recommendations (sometimes in conjunction with your own solicitor) through:
- preparation and execution of legal documentation
- registration and safe custody of your will and estate documentation
- executor and trustee services, where you want to appoint an independent executor