What is estate planning?

Estate planning is all about making decisions around what happens to your estate in the event of your death. It gives you a peace of mind that your loved ones will be taken care of and that your assets will be passed on in the most efficient way.

We will work closely with your estate planning lawyer to ensure your estate plan aligns with your objectives.

What’s involved in an estate plan?

  • Preparing a will
  • Powers of attorney
  • Enduring guardianship
  • Creating a testamentary trust
  • Superannuation death benefit nominations


Have a question? Or just wanting a chat? Our team are here to help! Call us now or send us a question.

General Enquiries

Janet: 0407 188 331

Ricky: 0411 679 080