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Estate planning guide
A comprehensive guide to the common estate planning documents.
Thinking about your estate plan?
Estate planning helps ensure your assets, wishes and loved ones are protected.
It’s important to understand your estate planning options so that you can make informed decisions and create a plan that reflects your values and goals, giving you peace of mind that your loved ones are taken care of.
In this guide you’ll learn about:
The essential estate planning documents including:
- Wills
- Enduring Powers of attorney
- Appointments of Medical Treatment Decision Makers
- Testamentary trusts
- Superannuation death benefit nominations
Your plan, from start to finish
We work with you through the whole process to create your personalised estate plan.
Discuss
In our first meeting, we will learn about you, your family, assets and wishes. We may also get some additional information from your accountant or financial advisors.
Prepare
Once we have your instructions and copies of any relevant documents (such as trust deeds or constitutions) we will begin preparing your draft documents.
Review
We will send your draft documents with an explanatory letter. Now is the time to check that the documents align with your wishes and discuss any amendments.
Sign
When you are happy with your documents, we will guide you through the signing process to make sure all requirements for valid documents are complied with.
