Easywill.com.au - Personalised Will Preparation

The cornerstone of estate planning is a valid and up-to-date Will. However, a Will generally only deals with the distribution of assets personally owned by you.

If you have more complex estate planning needs you should seek the advice of one of our estate planning specialists, who will assist you in preparing a Will to meet your circumstances. As part of this service you will have an obligation-free one hour consultation. During the meeting the estate planning specialist will identify your estate planning requirements and will provide a fixed quote to prepare your Will.

They will discuss your financial affairs and family situation.

Depending on your circumstances, our estate planning specialist may recommend the preparation of an estate plan that will identify your issues and concerns in writing. It will also provide personalised strategies for you to consider before you provide final instructions for your Will.

An estate plan will consider issues such as tax minimisation for beneficiaries or asset protection for beneficiaries as a result of:

divorce
bankruptcy
superannuation strategies
potential claims on your estate
provision for beneficiaries as a result of second or subsequent marriages.

One of our estate planning specialists can assist you in the preparation of your will and estate plan. To find out more call us on 1800 145 742 Mon-Fri 8.30am - 5.00pm AEST or fill in our online contact form.

Please contact one of our professionals who will assist you with your query.

Australian Executor Trustees Limited ABN 84 007 869 794. AFSL No. 240023.

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