Wills

 
 

A person’s Will appoints someone to manage their assets after they pass away. It also outlines who will receive what from the estate.

Yet according to the research only 1 in 4 people have a comprehensive up to date Will in place.  

Testamentary Discretionary Trusts are another type of Will suitable for those clients leaving over $1 million in assets.

Regardless of your situation we can advise you as to the best way to secure your estate and make the process easy to understand and follow using our client portal.

The hardest part is usually getting started .

We have built a Wills portal with our clients in mind.

We invite you to start your Will online using the link below. It will take you about 15 - 20 minutes to complete. You can commence, pause and resume the input of your confidential information.

We will then invite you to an obligation free ‘discovery call’ where Caroline will discuss your estate planning needs in more detail, the different options and relevant costs.

We look forward to hearing from you.