So you have your will all sorted!

I get that most people think that getting wills witnessed and power of attorneys signed off by a prescribed person can be frustrating and confronting but as an integral component of a well structured wealth management plan, we should all plan with the end in mind.

There are significant benefits and a creation of a wonderful legacy is at stake when thought and planning is conducted to review your family's estate plans.

You could consider a simple will that directs assets to those you love. This option is way better than not completing a will and leaving your assets to be fought over and the respective state government department might put their nose in if you pass away intestate meaning, get your wills done.

An important step of any good estate plan is to know where you currently sit.

Please click on the following link and you will be directed to a brief questionnaire that you can answer quickly and upon completion you will be forwarded your family's very own tailored estate planning assessment report that will highlight the strengths and weaknesses of your current plans.

Click here to access your report.

Our firm will also receive a copy and we will invite you to discuss the outcomes and we can facilitate the implementation of your estate plans to ensure that your assets go to the right people at the right time.

Wills incorporating testamentary discretionary trusts, powers of attorney, appointment of enduring guardianship, nomination of beneficiaries, letters of wishes, specific bequests and who is going to look after your Cat are all going to be directives that we can help you with.