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

At LBW Chartered Accountants we are experienced in estate planning and administration, and can provide tax guidance your family will need in a difficult time.

Why choose LBW Estate Planning Services?

We will liaise with solicitors who specialise in the law relating to estate planning and estate administration. The executor and trustee of a will are also required to perform a number of duties, which we can also discuss with you.

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

What Estate Planning services do we offer?

The areas involved in estate administration we are able to assist in include:

  • Meeting to discuss planning of your estate;
  • Confirming assets (i.e. business valuations and appraisals, inventories etc);
  • Assistance in obtaining approval for a grant of probate (inventory of assets);
  • Assistance with documentation involved in estate planning, wills and power of attorney;
  • Protecting the asset;
  • Administration of taxes and debts;
  • Estate distribution;
  • Working with your solicitors to ensure your assets go to family members and their successive
  • generations, and are not exposed to relationships outside the family group;
  • Discuss the benefits of testamentary trusts; and
  • Timing of administration to the advantage of you beneficiaries.

Contact Richard Bull at LBW Chartered Accountants on (03) 5221 6111 for more information on creating an estate plan tailored to your needs and circumstances.