The discussion of topics such as our own mortality and the management of our estate are not issues that any of us wish to discuss on a regular basis.
If we want our business to continue on,however, our children to be financially secure or our estate to be distributed according to our wishes, we do need to make plans before it is too late.
At William Buck we familiarise ourselves with your business affairs, structure and family relationships. With this information we are well placed to assist in a review of your current will or preparation of a new one. You may need minor changes to fit current taxation and superannuation laws or a complete change. In either case, we can arrange to have this prepared by a solicitor.
Having responsibility for the administration of your estate, your executors and trustees must deal with everything from funeral arrangements to proving the will, the collection and ongoing management of assets, until final distribution to beneficiaries.
Knowing your family circumstances it may be appropriate for a William Buck Director to act as an executor with family members.
Estate Administration Service
In the event of your death, your executors can also seek the assistance of William Buck not only with the preparation of financial statements and lodging returns, but also with probate documentation, collecting assets and paying debts. Where trustees are required to hold assets for later distribution, we can help with investments, maintenance of records and distributions in accordance with the terms of your will.
By assisting you with your estate planning, William Buck will be well placed to transfer your assets to your beneficiaries with a minimum of fuss and for a reasonable fee, when the time comes.
Until then you will benefit from the peace of mind that comes from knowing that your estate will be handled in a professional manner for the benefit of your loved ones.
Wealth Advisory >