Estate planning

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Estate planning is important because it ensures there's a plan in place to look after your family when you die.

With an estate plan, you can establish a structure to make sure children are taken care of with their inheritance invested for the future.

What does estate planning include?

We'll help you determine your beneficiaries and the best structure to suit your family and your wishes for distributing your estate. Tax advantages and asset protection strategies will be explored to ensure you have the best financial structure in place.

We can also help appoint executors, a Power of Attorney and guardians for any children who are minors.

We can also help establish trusts to help protect your assets or for specific purpose, such as paying for your children's education.

How we can help

All Financial Services works with Australian Executor Trustees to support our clients with estate planning services.

We'll connect you with a qualified financial planner, who will be with you to talk to Australian Executor Trustees about your current situation and needs.

From there, we will coordinate your estate planning documents. We can also act as a witness.

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Disclaimer: Clients will be referred to Australian Executor Trustees for specialist advice in this area. Charter Financial Planning Limited (our licensee) is not responsible for any advice in relation to estate planning.