Estate Planning

Know your assets are protected and managed how you want, now and into the future.

PERSONAL WEALTH | ESTATE PLANNING

Get your affairs in order with LBW

Getting peace of mind that your assets are effectively secured and managed is essential at any time, but especially during times of bereavement and high emotional distress.

Allowing LBW to navigate the complexities of estate planning and distribution will also provide much-needed peace of mind for your beneficiaries, which is equally important.

LBW’s estate planning experts liaise with solicitors, executors and trustees of your Will to ease the burden and deliver your desired outcome, for all involved.

Regardless of your age, it is never too early to start planning for your estate.  By starting the conversation with a trusted estate planning expert early you are taking the first step towards securing the future of your wealth.

Family units are becoming increasingly complex, and for this reason, estate planning and real estate valuation have become even more critical over the years.

 

How Estate Planning with LBW will help you and your family.

Peace of mind

For yourself and those you care about. For now, and in the future. Estate planning allows you to care for those close to you, even when you are no longer around. 

Control

Estate planning is the only measure you can take to ensure your wealth and assets are protected and distributed to those you care about.

Empathy

LBW genuinely cares about each estate planning client and their families, working through the process with a compassionate approach.

Trust in experience

The LBW team have the knowledge and expertise to cater for all your needs and concerns regarding estate planning.

Estate Planning services

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Planning of estate structure, superannuation and financial planning

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Assistance with documentation for estate planning, wills and power of attorney

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Testamentary trusts advice

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Estate distribution advice

Let’s chat about your financial goals for life.

Meet Our Estate Planning team

Secure what you’ve worked for. Start the journey with LBW today.

LBW clients enjoy the ease, security and having everything in one place with the LBW App.

Rachael makes doing our tax so easy and really takes the hassle out of tax time. I highly recommend LBW for prompt, professional and friendly service. Geelong (if not Victoria's) number 1 accounting firm!!
Justine Frost
Justine Frost
04:40 22 Jul 21
Olivia Johnstone has been assisting me with my business taxation and family trust matters for a number of years. Absolutely knows her tax, rings you back, I can highly recommend her.
Jeannette Ernst
Jeannette Ernst
06:02 19 Jan 21
Conscientious and professional. No task too big or too small. LBW have helped me through my first two years in business and I always feel like they have my best interests at heart. Highly recommended.
Sam Watling
Sam Watling
00:45 22 Feb 20
LBW Accountants have provided friendly and professional service to our small business and our family over many years. A pleasure to work with them.
Terri Allen
Terri Allen
21:41 18 Feb 20
Ive found LBW and particularly Nick and Melissa invaluable in managing our accounting needs. There knowledge is second to none and they are always on hand to answer any questions that arise.
peter clark
peter clark
04:44 03 Feb 20
I've been going to see Ben Cannard at LBW for the last 3 years and he is by far the best accountant I've ever had. Very reasonably priced for doing two tax refund applications for me and my partner. We always get a decent refund and Ben is always professional, on time and answers all of our questions. Can highly recommend Ben and LBW as a result.
Sean Gleeson
Sean Gleeson
22:07 21 Jan 20
We use LBW exclusively for our personal and business tax requirements. The team are very professional and competent. The coffee is good also 🙂
Benny Backflop
Benny Backflop
22:33 02 Mar 17
We have been dealing with Simon and Ryan for years for all of our tax requirements. They guys are super friendly and know their stuff.
wholebodyco.
wholebodyco.
22:24 02 Mar 17

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General Advice Warning

The information provided is general in nature. It has been prepared without talking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. This web site is intended for Australian Residents only.

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These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to LBW Financial Planning or our licensee in anyway. Note: LBW Financial Planning and our licensee does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.