Who needs an estate plan? Everybody!
Planning ahead to ensure your financial, medical and lifestyle affairs are looked after when you are gone or can no longer look after yourself can be difficult, but it can also bring peace of mind.
Having an estate plan means you can be sure your assets will be managed and distributed according to your wishes.
An estate plan is particularly important for families with complex needs, such as those involving second marriages or loved ones with special needs. It’s also important where there is a history of, or the potential for, family disputes.
Depending on your circumstances, an estate plan may incorporate provisions for:
Our estate planning lawyers can work with you and your adviser to tailor an estate plan to your individual circumstances – making sure your wealth is managed and distributed according to your wishes.
Don’t leave it to chance – have a plan in place and make sure your assets are managed and distributed the way you want.
For more information on estate plans, please speak to your adviser or call us on 1800 882 218.
Head of Business Development, Private Client Services
Head of AET Estate Planning
Estate Planning Lawyer
Senior Estate Planning Lawyer