Estate Planning

Just having a will in many cases will not be enough to effectively plan for and effect the transfer of your wealth upon your death. Estate planning is concerned with more than just your will. It deals with all of your wealth, however owned or structured.

What does our estate planning service include?

We provide:

  • Strategic advice on all estate planning aspects of individual and family wealth protection and transfer.
  • The preparation and execution of the legal documents, sometimes in conjunction with your own solicitor, required to give effect to your estate planning strategies.
  • Registration and safe custody of your will and other associated estate planning documents such as your enduring power of attorney.

You can contact National Australia Trustees Limited and speak to one of our experienced and understanding staff by calling us or by sending an email.