Wills and estate planning

Careful estate planning can help ensure the wealth you have built is transferred smoothly, tax-effectively and most importantly, according to your wishes after you are gone.

We have helped generations of families protect and pass on their wealth since 1886. Our long-term approach gives you peace of mind that your affairs will be managed with care and commitment throughout your life and beyond.

We can help you with:

• Preparing a will and an estate plan (including establishing any trusts)
• Estate administration and executorial duties – to help ensure your will is executed according to your wishes and to relieve your family of the responsibility
• Enduring powers of attorney and living wills – appointing someone to make financial decisions on your behalf in the case of unexpected illness or accident
• Leaving a charitable legacy
• Personal insurance cover
• Business owner succession planning.

Would you like to know more?

• Ask a question
• Phone 1800 631 381

Perpetual Private Clients advice and services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643. This information has been prepared by PTCo. It contains general information and is not intended to provide you with advice or take into account your objectives, financial situation or needs.