Wills, including testamentary trusts

Do you need a will?

• Yes – because on your death you can be confident that your assets will be passed onto your beneficiaries as directed by you;
• Yes – planning to avoid family disputes after your death is a strong reason to put in place proper estate planning.

How can we help?

• By assessing your requirements based on your wishes, your family situation and your assets and possessions;
• By discussing with you the appointment of an appropriate executor ;
• By advising of any problematic issues that may arise and how these can be either addressed or avoided;
• By recommending the type of Will required to meet your particular circumstances;
• By ensuring your Will is prepared, signed and witnessed in accordance with all legal requirements;
• By providing safe custody for your Will and any other security documents to be held on your behalf;
• By reviewing your Will periodically upon the happening of a significant event to ensure that it is adequate to meet your current circumstances.

Enquiries

Michelle Smee E:
Kim Twohill E: