Protecting for the dear and near ones who we love is an integral part of life. We also wish to leave behind the legacy for them. We help you manage and preserve your assets in your lifetime and beyond to support your legal heirs in the best possible way. We, out team who are expert in estate and trust planning will work closely with your lawyers and accountants to prepare appropriate estate planning. Our services include:

  • Will Services – Help in drafting and executing will for self.
  • Estate and Succession Planning – A plan that allows you to give power of attorneys, advanced care directives, guardianship arrangements is created. Superannuation planning, Succession in business and planning reviews are also covered.
  • Acting as a co-trustee in Private and Public Trusts*
  • Property Escrow Services – Secure the transfer of your assets and reduce risk for all parties involved by establishing an escrow arrangement with Trust.

 

*This is a third party service offering where we merely act as a referral agent.

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