We handle the complexities of estate administration

Estate administration

As one of Australia’s most experienced estate administrators, Perpetual is able to administer estates quickly and efficiently and to ensure the wishes of the deceased are fulfilled. You may appoint Perpetual as executor of your own estate when the time comes or transfer these responsibilities, should you be nominated in a Will as the estate executor, to our executorial services.

Upon your death, Perpetual will ensure your wishes are carried out in full and in accordance with State and Federal law.  We have the specialist skills required to establish continuing trusts or other appropriate structures, or to distribute your estate to your beneficiaries quickly and cost effectively.

You can make an appointment here or speak to one of our advisers in your area by calling 1800 631 381 during business hours. To see a range of our comprehensive wealth management services, visit Perpetual Private Clients.

Estate investment management

Investing the assets of an estate is different to most other investment requirements. In addition to instructions set out in the Will, the executor must abide by legal requirements to protect the assets on behalf of beneficiaries.

Perpetual can provide professional advice to executors to ensure investments are sound and meet all legal requirements. We can also take direct responsibility for the assets, ensuring they are invested prudently, using a similar approach to our Trust Investment Philosophy.

You can make an appointment here or speak to one of our advisers in your area by calling 1800 631 381 during business hours. To see a range of our comprehensive wealth management services, visit Perpetual Private Clients.