ESTATE PLANNING SERVICES

As part of our ongoing commitment to provide our clients with quality financial solutions, we have recently added Estate Planning to our range of client services.

Estate Planning is a specialist area that deals with the preparation of Wills and other documentation to ensure that your assets are distributed according to your wishes upon your death.

Whilst Estate Planning is generally not a topic many people enjoy considering, it is an essential aspect of everyone’s financial affairs. If done without proper consideration, your Estate Plan can create unnecessary emotional and financial heartache for your intended beneficiaries.

We have aligned ourselves with a firm that specialises in the facilitation of Estate Planning advice and documentation to ensure that all advice and documentation prepared for our clients is done so with appropriate specialist legal input.

Last Will and Testament

We will discuss your personal situation and tailor a will that reflects your wishes and ensures your estate is left clearly to those you intend, whilst including some protection to beneficiaries by having testamentary trust provision embedded in the documents.

No two Wills are the same and we ensure yours is suited to your needs.

Enduring Power of Attorney

Its also important that whilst alive we have clear distinction on who can step in and protect your personal and financial matters if you are unable to for any reason.

We can help you put this in place.

Medical Directive

Its also important that whilst alive we have clear distinction on who can step in and make medical decisions if your become incapacitated for any reason.

We can help you put this in place.

For more information

Please provide your details below and we can email an information pack and costs.

ESTATE PLANNING SERVICES

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