Whether you need a simple will drafted, complex estate planning, or somewhere in between, we can help you plan for the future.
As a member of the Society of Trust and Estate Practitioners (STEP), we work with other STEP members (accountants, financial planners and lawyers) to help families plan their assets across generations. If you have assets overseas, that is not a problem as STEP has members internationally who we can work with in assisting you.
If you have your own accountant or financial planner we are happy to work with them to ensure a consistent approach to meeting your needs.
There are other situations you may wish to plan for, such as nominating someone to make decisions about your finances, lifestyle or healthcare if you are unable to do so yourself, and ensuring that person knows your wishes. We can provide you with appropriate advice and draft Enduring Power of Attorney and Advanced Care Directive forms for you to give you peace of mind.