Personal Client Services
Estate Planning
Helping you enjoy today and plan your ever after
The future’s unknown but that isn’t a reason not to prepare for it. The fact is that regardless of age or life circumstances, if you die without a carefully prepared estate plan, your assets could end up with someone other than your preferred beneficiaries.
Comprehensive estate planning doesn’t just involve a will. We’ll work with you to tailor an estate plan that will protect your wealth, your future, and most important of all – your wishes.
We have a proven track record of successfully looking after the financial affairs and wellbeing of individuals and their families.
We will help make it easier:
- Navigating through the legal and financial pitfalls
- Delivering you a will that ensures your assets are passed on according to your wishes as smoothly and tax effectively as possible
- Advice on the best way to ensure your super is passed on to your chosen beneficiaries and that it’s distributed as tax effectively as possible
- Help setting up testamentary and discretionary trusts to minimise tax and protect assets for vulnerable beneficiaries.
- Advice on the best way to set up a meaningful and lasting legacy to support your chosen cause for many years to come
Many lawyers and financial planners can assist with drawing up a will or managing your assets, but not everyone has the experience and knowledge required to put together a comprehensive estate plan. This is especially the case where blended families or vulnerable beneficiaries, such as young children, are involved.
“At The Trust Company, we pride ourselves on our experience and expertise; after all, we have been looking after families in the region since 1885.”
Ray Gould, Head of Personal Services at The Trust Company
Contact us
To find out more about our services call 1800 622 812 or email
