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Estate Planning

Estate planning is about more than just making a Will. Estate Planning gives you peace of mind that your loved ones will be financially protected if anything happens to you, whether this be disablement or death.

At Elevate we take the time to listen to you and take into account both your personal and financial goals. Your estate plan will consider legal ownership of the assets, their growth potential and whether you want certain assets to go to certain individuals after you die. When you have an estate plan in place, this gives you peace of mind that your wishes will be carried out should anything happen to you. Estate planning is an important part of your overall financial plan and it should not be left until it is too late.

Our areas of speciality include, but are not limited to:

line-point-2 Estate planning for individuals and couples (including Wills, Powers of Attorney and Enduring Guardianship) and includes those who have a traditional family unit, a blended family situation,  those with a disabled child or loved on, or are in business with complex structures in place.

line-point-2 Estate planning for small business whether the business is conducted via the medium of sole trader, partnership, trust or company.

In summary, making sure the right assets get to the right people at the right time.