Estate Planning

Estate Planning is defined as:

“the process of anticipating and arranging, during a person’s life, for the management and disposal of that persons Estate”.

In most cases, an Estate Plan includes:

  • A Will
  • Powers of Attorney (Medical and Financial); and
  • discusses Guardianship of children.

Many may think that this only important for older generations to consider.

We know that it is vital that all families have a well-considered and executed Estate Plan.

We offer a Facilitation service that assists in the preparation of your Estate Plan in readiness for execution by our preferred Solicitors.

We have various preferred Solicitors depending on the complexity of your Estate Planning needs.

Estate Planning is one of the most important tasks to complete as part of your Financial Plan.

Contact Us for more information on the process.


Download our Estate Planning Service and Cost Outline.



Complete your Estate Plan Contact Us