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.
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.
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.