Estate & Succession Planning

Succession planning is like packing a suitcase for the future. And thinking about the future is a big part of what we do.

If you're building a business, been through a divorce, or just want to make sure your hard earned assets are passed on to your bloodline, our estate and succession planning services can help reduce burdens down the track.

When you die without a Will, you’re leaving your family what we call Legacy Spaghetti. Think about picking up a big bowl of spaghetti with your hands, trying to keep it all together and then working out what the person wanted and allocating that to beneficiaries. Think about the cost involved, and your loved ones trying to work through this. Grim. Painful. Costly. Time consuming.

We can make this easier for you.

A solution is available. So what’s involved?

  • Planning

    First, we take inventory. We'll help protect your precious assets. This is vital; especially if your family tree has some thorny branches.

  • Estate

    We've got you covered with Wills, Enduring Power of Attorney, and Advance Care Directives. We make sure your wishes are penned down. Your voice matters, even after you’re gone.

  • Protection

    We make it crystal clear and map it out. We revisit this every 12 months.

We work with Abbott & Mourly Lawyers who are experts in this space.

Why Estate and Succession Planning Matters

  • Peace of mind

  • Asset protection

  • Maintaining wealth in your family bloodline.

It’s essential to implement strategies that offer flexibility and control whilst being tax efficient.

Why This Matters to Us

We understand firsthand how tricky and overwhelming it can be to figure all this out.

We're here to help you get everything in order before it becomes urgent.

How We Can Help

Our team is ready to guide you through the process, ensuring your estate is managed exactly as you envision.

Contact us today to discuss how we can sort out your estate and succession plan for you and your loved ones.