Estate Planning

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our approach to estate planning

peace of mind

Financial Professionals works closely with specialist Estate Planning Solicitors to make sure your true wishes and the real needs of your family are met.

consider all issues

Planning for when you are not around cannot be done in isolation of your total position or the changes you plan to make.

We need to consider your current and future Assets and Liabilities, Personal & Financial Objectives, Insurance levels, where they are situated, Asset protection structures, superannuation strategy, taxation and your family needs and changes.

They all have a material impact on how your estate planning is structured & flexibility required.

practical expertise

That is where Financial Professionals expertise comes to the fore. We identify and inter–relate these areas, understand and agree with you on how this affects your estate planning needs.

We also look at the personal side with you. How much? When? Who to? Children’s spending habits, relationships and guardianships. These all effect your final Will. Remember you don’t get a second chance on this one.

save money & time

We then provide all documents and a brief to your Solicitor about your real needs, which saves a lot of time and money and should most certainly ensures superior results.

summary of our services

compilation of all relevant documents

  • Family details – Personal & Financial Objectives
  • Cash Flow – Financial Independence Assessment
  • Statement of Financial Position – Insurance Register & Needs Analysis
  • Superannuation – All Structures, Companies, Trusts etc
  • Overseas Assets

estate planning meeting

 Explanation of key areas:

  • Wills
  • Enduring Powers of Attorney
  • Financial & Medical
  • Letter of wishes
  • Testamentary Trusts
  • completion of solicitor instructions and brief
  • provide all information to the solicitor
  • arrange first meeting

key benefits of service

Gain maximum leverage from the planning we have already done.

Ensure the practical & legal issues are addressed.

Saves time and money as specialist solicitors appreciate the exhaustive process undertaken.

how we charge

Our fees are based on a “Fair Fee for Service” principle.

We will charge a fee based on the time required given the complexity of your affairs.

The solicitor will provide a quote based on the complexity & extent of work before proceeding.