Estate Planning Resources

We know it can be hard to get all the roles and responsibilities straight in your mind after an estate planning appointment, let alone communicate to your family and friends what your plans are or what their job might entail.

Below you'll find a series of fact sheets and resources to read through, print out, or point important people to. We're also happy to make a time to have a chat with your Death Team about your game plan if you'd prefer things up close an personal.

ESTATE PLANNING

The Role Of An Executor

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ESTATE PLANNING

Choosing A Power Of Attorney

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ESTATE PLANNING

Substitute Decision Makers

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ESTATE PLANNING

Testamentary Guardians

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ESTATE PLANNING

Superannuation Death Benefits

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ESTATE PLANNING

About Testamentary Trusts

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ESTATE PLANNING

Testamentary Trust Infographic

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ESTATE PLANNING

The Gift Of A Testamentary Trust

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ESTATE PLANNING

The Role Of An Executor

arrow pointing right
ESTATE PLANNING

Choosing A Power Of Attorney

arrow pointing right
ESTATE PLANNING

Substitute Decision Makers

arrow pointing right
ESTATE PLANNING

Testamentary Guardians

arrow pointing right
ESTATE PLANNING

Superannuation Death Benefits

arrow pointing right
ESTATE PLANNING

About Testamentary Trusts

arrow pointing right
ESTATE PLANNING

Testamentary Trust Infographic

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ESTATE PLANNING

The Gift Of A Testamentary Trust

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