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Wills and estate planning

Protecting your assets and family

Careful estate planning can help ensure the wealth you have built is transferred smoothly, tax-effectively and most importantly, according to your wishes after you are gone.

We have helped generations of families protect and pass on their wealth since 1886. Our long-term approach gives you peace of mind that your affairs will be managed with care and commitment throughout your life and beyond.

We can help you with:

  • Preparing a will and an estate plan (including establishing any trusts)
  • Estate administration and executorial duties – to help ensure your will is executed according to your wishes and to relieve your family of the responsibility
  • Enduring powers of attorney and living wills – appointing someone to make financial decisions on your behalf in the case of unexpected illness or accident
  • Leaving a charitable legacy
  • Personal insurance cover
  • Business owner succession planning.

Would you like to know more?