Prepare Estate Planning

Now is the time to Prepare your 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.

What are the issues to consider in preparing or updating your estate plan?

Find out what to consider

Preparing and updating your succession planning documents ensures that your wealth is managed in accordance with your intentions. Our checklist helps you to prepare or update your estate plan.

View the checklist

8 good reasons to Prepare or update your estate plan

Having children / family changes
Relationship changes
Illness
Promotion / retirement / superannuation changes
Inheritance
Assets overseas
Investment changes
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

How we can help you Prepare

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.

The Prepare process

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