Prepare – estate planning service


A holistic approach to employee benefits

Estate planning involves preparing or updating a person’s Will and personal estate plan to ensure that their estate and other entities (such as family trusts) are managed smoothly and in accordance with their instructions.

We work with you to assist partners, executives, and key staff of your organisation with these arrangements. Having a plan in place provides certainty and avoids issues where people die without anything in place. Providing estate planning as an employee benefit shows a commitment by the organisation to their people and families, and shows genuine care for their wellbeing and welfare.

The estate planning service can be part of your partner services or employee benefits program. Our packages vary and can be tailored to suit your needs.

Family playing soccer in the backyard


A clear fixed price process

Tailored packages to suit your needs

Complimentary introduction seminar for all your employees

Personalised service

Get in touch with us today


William specialises in helping clients work through their personal and business succession planning and achieve their goals.

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James specialises in estate and succession planning for high-net-worth clients in Australia, the UK, Europe, the US and Asia.

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Emma Woolley
Partner & Head of Family Office Advisory

Emma has extensive experience advising clients in estate planning/administration, succession, trust structures and disputes.

More about Emma