Client guides

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To help answer some of the frequently asked questions about estate planning and the administration process, we have created a series of guides based on real life scenarios.

Click on the links below to view the guides.

Estate planning
Wills
Powers of attorney
Estate administration
Executors
Trust administration
Testamentary discretionary trusts
Family trusts
Philanthropic trusts
Charitable trusts
Strategies for blended families
Strategies for intellectually disabled beneficiaries

Providing estate and trustee services for more than 130 years.