By your side, every step of the way
In a time of grieving after losing a loved one, the significant burden of administering their estate can be especially overwhelming.
By appointing Perpetual as the executor, our team of professionals can help ensure the terms of the will are carried out. Depending on the complexity of affairs, it may take at least six months, and sometimes years, to administer the estate. Factors such as a legal challenge to the will can also affect the timing.
To make the process as seamless as possible, we’ll appoint a Trust Manager as your single point of contact from the start. They’ll take responsibility for every step and keep you informed of progress. In addition, if you are a named executor in a will and find the time and tasks more complex than you expected, Perpetual can help you - or take up the appointment in your place.
Understanding the terms of your inheritance
Given the significant impact an inheritance may have on your current and future financial situation, it is important to seek professional financial advice to ensure it is provided to you in the most effective way.
As part of our process, we can arrange a complimentary meeting with a Perpetual Senior Adviser, who will seek to understand your situation and needs, after which he or she will be able to advise you on the financial and tax implications of your inheritance to help you make informed financial decisions.
GOT QUESTIONS? TALK TO US
Our Trust Managers and Financial Advisers are here to answer any questions you have about the terms of your inheritance.