Estate planning

Ensuring your wills and estate plans are in order, helps take care of those you leave behind. If leaving a legacy is important, we’ll ensure that the right funds are directed to the right people at the right time.

We can assist you with:

  • Estate planning
  • Wills, incorporating testamentary discretionary trusts
  • Powers of attorney
  • Appointment of enduring guardianship
  • Nomination of beneficiaries
  • Letter of wishes

We partner with estate planning specialists who can structure legal documents if required.

Chat about this with us