Client Analysis Software (CAS)

Estate Planning Analysis

Estate planning is generally an area overlooked by most people due to the unpleasant nature of planning for the event of death. A poorly crafted or out-dated Will may potentially result in your estate not being administered as per your wishes, or may even lead to tension between surviving beneficiaries and stakeholders.

Where you have a complex entity structure in place, an unforeseen event such as a sudden death may affect the operation of your entities as the control and responsibility for ongoing management may not have been accounted for.

We analyse the current estate planning mechanisms and their effect on your assets, liabilities and insurances in the event of your death. These mechanisms include:

Wills Trust Appointor Succession Buy / Sell Agreements Living Wills

Testamentary Trusts Enduring Powers of Attorney Superannuation Binding Nominations

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