Estate Planning
Leave a lasting legacy for the people and causes you care about.
Creating your Estate Plan
Your Estate Plan is your chance to tell your life’s story. You’ve worked hard and your estate plan is your chance to make your hard work mean something. It ensures you leave a lasting legacy for the people and causes you care about.
Your estate plan includes;
Wills
Powers of Attorney (Medical and Financial)
Guardianship of Children
Outline of your wishes in a Memo of Direction
Why do I need an Estate Plan?
It’s important to remember that even if you don’t have a will – you still have an estate plan. The government has given you one by way of their automatic intestacy laws, which your loved ones have very little control or influence over!
Our short video talks about why it’s so important and what happens to your assets when you don’t have these plans in place.
Download your What is an Estate Plan? guide
Our Estate Planning service
We’ve created a seamless process to help you get this done!
Not only do we educate you on your options, we guide you through each step and help complete this vital component of your family’s future security.
Download a copy of our Estate Planning process here or contact us for more information or to book an appointment.
Sign up to receive your Estate Planning starter guides
Our handy guides give you helpful information to get your started with choosing the right people involved with your Estate Plan before you meet with our team.
Download our handy guides
What documents are included in an Estate Plan?
What are the duties of an Executor and how do you choose the right one for you?
Choosing a Power of Attorney and understanding the role they play.
Tune into our Estate Planning podcasts
Podcast: Investment Bonds, an Estate Planning tool
Leaving assets in an Estate can often get complicated. Learn how an Investment Bond can be used in some circumstance to mitigate conflict and provide certainty.
Podcast: Letter of Wishes - From the heart
Did you know you also have the ability to leave your more personal and intimate instructions to your Executors, Guardians of Children and/or Beneficiaries. This document is called a Letter of Wishes.
Podcast: The Power of Testamentary Trusts
Think of the Testamentary Trust Will as the super hero of estate planning, because they will save your family tax after you die, save your inheritance from divorce and bankruptcy risks and save young children from wasting their inheritance.