Estate Planning

Estate planning simply means putting plans in place for yours and your loved ones’ future. It provides an opportunity for you to safeguard your potential financial, health and lifestyle needs; as well as taking care of funeral arrangements, young children, pets and your property following your death.

Wills

Make certain your property is distributed according to your wishes, along with care arrangements for young children and pets in the event of your death.

Digital Asset Planning

Ensure your electronic devices, online assets and accounts are accessed, handled, disposed of or distributed according to your wishes.

YEL Estate Planning

Superannuation

Many people don’t realise their superannuation entitlements form an important part of the estate planning process.

There are lots of things to consider when it comes to deciding what will happen to your superannuation when you die, including nominating your superannuation beneficiaries and choosing whether to pay your death benefit to your estate or otherwise. The answer is different for everyone, depending on your individual situation and the terms of your super fund.

Taking time to consider your assets, liabilities, beneficiaries, and the possible tax implications and putting proper arrangements in place can help to avoid unintended and sometimes costly outcomes after you die.

Powers of Attorney

Nominate someone you trust to look after your finances if you’re no longer able to.

Advance Care Directives

Set out your wishes for your potential health care, medical treatment, living arrangements and other personal needs should you be unable to make those decisions for yourself.

Estate Planning Conferencing

Gather your loved ones in a neutral, facilitated space to plan for the transfer of your assets, avoiding double-guessing and conflict further down the track.

Estate Health Checks

Check your wills and other estate plans are still legally binding and up-to-date. Especially recommended for DIY wills.

Peace of mind for the future

Sharon, Uraidla

Because of Fiona’s time, efforts, kindness and thoughtfulness I am now in a position to have peace of mind for the future. 

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