Estate Planning
Business Initiatives now offers an estate plan and documentation service
Our services ensures your financial affairs are in order in the event of your incapacity or death.
Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death.
We document and review your wishes and asset position, we discuss and explain how assets are owned and how they move upon death of the owner. Once you know this information, actions may be taken to improve the outcomes you desire.
You will receive:
- An Estate Planning meeting, discussing you, the structure and ownership of your assets, the people who are important in your life and most importantly, your wishes and how you can best fulfil them.
- A detailed Estate Statement documenting your current position, family situation, and most importantly your wishes that you can pass to your solicitor for implementation and future reference.
- Solicitor-prepared Wills & Power of Attorney documents. We will also prepare Advance Care Directives to complete the three forms of documentation you need to protect your wishes now and once passed away.
- A compiled Life Document Kit to keeAp it all together along with personal letters, wishes and account details so that when the time comes, your executor can finalise your estate with certainty and ease.