Please enter your details below to login to our secure client area. If you would like to register for access, click here.
Username:
Password:
 

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets - Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Back to Services

Copyright ©  SB Partners Pty Ltd ABN 79 161 307 106     .     Disclaimer     .     Online software for accountants by Wolters Kluwer      .    Follow Us