Estate planning at Ellery Brookman ensures your financial affairs are organised to protect assets and provide for your chosen beneficiaries.

A valid Will allows you to control asset distribution, appoint an executor, nominate guardians for children, and adapt to life changes like marriage or divorce. Tailored plans can include testamentary trusts for tax efficiency or to protect your assets in various situations that apply to your chosen beneficiaries and taking steps to avoid family provision claims, among other measures which safeguard your legacy.

As part of our standard estate planning service, we also advise on:

• appointing a trusted person for in the event you lose capacity before you pass;

• whether you would benefit from having an Advanced Health Directive; and

• steps you need to take to ensure you superannuation is dealt with in accordance with your wishes; and

• what needs to occur to deal with your business structures in the case of incapacity or death,

so you can plan for the future with confidence and clarity.

To find out the cost of having your estate planning completed by us, please see our fees page.