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.
A clear fixed price process
Tailored packages to suit your needs
Complimentary introduction seminar for all your employees
William specialises in helping clients work through their personal and business succession planning and achieve their goals.
More about William
James specialises in estate and succession planning for high-net-worth clients in Australia, the UK, Europe, the US and Asia.