Prepare Estate Planning

Preparing or updating your Will and personal estate plan will ensure that your estate and other entities (such as family trusts) are managed smoothly and in accordance with your instructions.

We know that contemplating your mortality and making time to plan can be difficult, but your estate plan does not have to be complicated or time consuming. Our Prepare team can help you navigate through all the issues providing an easy to understand, step by step process to get your plan in shape.

1. Having children / family changes
2. Relationship changes
3. Illness
4. Promotion / retirement / superannuation changes
5. Inheritance
6. Assets overseas
7. Investment changes
8. Buy / sell real estate

These are just some of the reasons to plan. It is crucial that the plan you have is appropriate for your unique circumstances and meets your needs.

Failing to Prepare or getting the plan wrong can result in consequences including:

• your family missing out on asset protection and tax benefits
• delays and extra cost in administering your estate
• extra tax payable
• disputes between family members
• your wealth passing to people you don’t intend to benefit

Our Prepare team has extensive experience and expertise in advising in all aspects of estate planning including:

• testamentary trusts
• taxation
• trust structuring
• asset protection
• superannuation
• probate
• private dispute resolution

We provide proactive advice applying our depth of experience to your unique circumstances.

Our team will work closely with you (and your advisers) to understand what you would like to achieve and provide clear options and advice.

We are mindful of the often emotional nature of dealing with estate planning and we manage the process with sensitivity and understanding to achieve the best outcome and peace of mind for your family.

Our goal is to make the estate planning process as simple as we can. Our process is simple and our prices are fixed.

Step 1

We meet to discuss your wishes and your options

Step 2

We send you initial diagrams setting out your plan

Step 3

You review the plan, confirm any information, and return our engagement letter

Step 4

We provide you with a letter of advice and draft documents to review

Step 5

You confirm any final instructions

Step 6

We meet with you to review and sign your documents

Step 7

We provide you with copies of your documents