Estate Administration Services
If we want our business to continue to flourish, our children to be financially secure or our estate to be distributed according to our wishes, we do need to make plans before it is too late.
We familiarise ourselves with your business affairs, structure and family relationships and can then assist in a review of your current will or preparation of a new one. You may need minor changes to fit current taxation and superannuation laws or a complete change. In either case, we can arrange to have this prepared by an in-house or external solicitor.
Where trustees are required to hold assets for later distribution, we can help with investments, maintenance of records and distributions in accordance with the terms of your will.
By assisting you with estate planning, we will be well placed to transfer your assets to your beneficiaries with a minimum of fuss and for a reasonable fee when the time comes.
Until then you will have the peace of mind that comes from knowing that your estate will be handled in a professional manner for the benefit of your loved ones.