• Protect Your Today & Their Tomorrow

    Protecting Families and Preserving Wealth

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Your Resolution Pathway

  • Overview

    Planning for your succession, in business or in life, is one of the most critical things you can do

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  • Identify, Plan & Discuss

    Run various likely scenarios and identify your wishes in each scenario

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  • Determine Appointments

    Who are those people whom you trust to best represent and carry out your wishes

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  • Make A Will

    Talk with your lawyer and make a will which address your wishes in relation to your life scenarios

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  • Make Changes

    As your life situations change you should periodically revisit your Will to ensure it meets your constantly changing world

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  • Major Life Event

    A major life event is often a trigger. When incapacity or death occur it is important to reference the Will.

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  • Probate

    Following death the court needs to grant Probate before the wishes of a Will can be carried out.

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  • Administration

    The Administration of a Will is the process whereby the wishes of the deceased are carried out and the Estate is finalised.

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  • Final Distribution

    Once debts and obligations of the Estate have been settled, and where the Will is not being contested, the final distribution to beneficiaries can occur.

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Latest Resources

A Will – An Essential Tool For Your Business

A will is often viewed as important for the distribution of personal assets. However, many…

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Tradie’s, Farmers and Family Business owners – this is for you

Many families are increasingly using more complex structures such as partnerships, compani…

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Know Your Executor

Every person making a Will should nominate an Executor. The Executor must carry out your w…

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Disputing a Will

When someone close to you dies, it is always a difficult time. What’s often more upsetti…

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