Estate Planning

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing that your hard-earned assets will be dealt with in the manner you choose provides peace of mind.


For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

However, to formalize an estate plan, we recommend you contact your solicitor or an estate planning specialist.

The areas in estate administration that we can assist you with include:


  • Meeting to discuss objectives for your estate
  • Confirming assets – Valuations, inventories and appraisals
  • Protecting the assets
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