Personal Client Services

Estate Planning

What would it mean for me?

When it comes to Estate Planning there is never a one-size-fits-all solution. That is why our team of dedicated experts work with you to discover your specific needs and requirements.

We can:

  • Write or update your will to ensure it reflects your wishes and passes on your legacy the way you intended
  • Act as Executor of your Estate, so your loved ones aren’t burdened with the task of administering your estate
  • Set up Powers of Attorney to plan for the time when you may not be able to handle your financial affairs or in the event you lose your capacity
  • Set up an Appointment of Enduring Guardian to ensure people you trust are able to make lifestyle and medical decisions on your behalf in the event you lose capacity
  • Review your superannuation to ensure any payments are directed to your nominated beneficiaries in the most tax-effective way
  • Develop succession plans to ensure smooth transition of control of companies or trusts
  • Develop strategies to minimise the risk of litigation
  • Advise on the most tax effective way to pass on your legacy, taking into consideration issues such as capital gains tax and various investment structures
  • Set up charitable trusts so that you can make a lasting social impact, both today and tomorrow.

 

“We work with each of our clients to tailor an estate plan that suits their needs, whether it is simply updating a Will or setting up a charitable trust, our breadth of experience in the field means we can meet your needs and find the best solution for you and your family.”

Ray Gould, Head of Personal Services at The Trust Company

 

 

Contact us

To find out more about our services call 1800 622 812 or email