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Succession & Estate Planning

Estate planning is one of the necessities in life. It provides peace of mind.

The first step for estate planning is to formulate a plan. This involves drafting a Will and all associated documents. This planning phase is very important as it is the only opportunity to ensure that tax outcomes will be fair.

In respect to estate administration the executor and trustee of a Will are required to perform a number of duties. We offer:

  • Meeting to discuss objectives for your estate
  • Confirming assets – valuations, inventories, appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution