Skip to content

Estate planning

Estate planning Services

Our CPA accountants will assist with your estate planning including clearly mapping out assets you have and where you would like them to go. 

In easy-to-understand language and practices, our accountants will guide you through the intricacies of your assets and help you determine where they will go.

When it comes to estate planning, there are three main areas: the assets covered by your Will, your superannuation fund and those controlled by an external company or trust.

The sooner these areas are identified and a plan is put in place, the sooner you can continue focusing on your life, with the peace of mind you deserve.

Some examples of the estate planning services we provide are:

  • Your Will
  • Estate Administration and Executorial Duties
  • Enduring Power of Attorney and Guardianship arrangements
  • Superannuation and Retirement Planning

Request a consultation

Contact us to book a consultation and find out more about our estate planning services today.

Scroll To Top