Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. 

The areas of estate administration we can assist with include:

  • Meeting to discuss objectives for your estate 
  • Documentation involved in estate planning
  • Protecting your assets
  • Gifting & tax advice
  • Estate distribution
  • Review of wills to ensure estate planning objectives are met
  • Review of life insurance & key person insurance

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