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Your Estate Planning To-Do List (Step 2 – Seeking Advice)

by | Nov 24, 2022 | Wills & Estates

Over our last article and over the coming weeks, we will take you through the 5 steps of our Estate Planning ‘To-Do List’ so that we can ensure that you have considered every aspect that may need to be dealt with as part of the estate planning process.

We have previously covered Step 1 – Gathering Information and now discuss Step 2.

Step 2 – Seeking advice

When making an estate plan, depending on the complexities of your assets or situation, you should firstly be seeking advice and assistance from an experienced lawyer who will work closely with you and your advisers to ensure documents are prepared correctly.

Your lawyer will work closely with your financial planner, should you have one to ensure all information regarding your assets is correct and also how those assets are to grow or accumulate in the future.

Your lawyer and financial planner will also work closely with your accountant to consider any tax benefits that could be achieved through your estate plan and to deal with any business assets you may have.  Your accountant will also be able to assist in setting up a succession plan for any business interests you have.

How can Nevett Ford help?

In the coming weeks we will build on your To-Do List so that you can ensure that your affairs are dealt with in the best possible way.

Our Wills and Estates team has extensive experience and expertise and can guide our clients through the preparation of Wills, Powers of Attorney and other Estate Planning documents.  We will work hand in hand with you and your other advisers to ensure that your assets and your family are dealt with in accordance with your wishes.

If you would like further information, please contact our team at melbourne@nevettford.com.au or on +613 9614 7111.