Estate Planning refers to the process of planning and documenting your wishes for the distribution of your assets when you die. Estate planning not only deals with the assets that you own personally, but those that you control as well. Estate planning can also involve the use of insurance policies and should consider how your superannuation benefits are to be paid after your death.
A good estate plan requires the involvement of skilled legal, accounting and financial specialists. We co-ordinate these service for you as part of your broader financial plan and can work with your existing specialist or introduce you to ours.
Estate planning is much more than simply drafting up a Will. Your Estate Plan should cover:
Ultimately the Estate Plan must correctly allocate your assets in accordance with your wishes.
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P: 1800 388872 (1800 FUTURA)
530 Little Collins Street
Melbourne VIC 3000