Estate Planning

 

Business Initiatives now offers an estate plan and documentation service. Our services ensures your financial affairs are in order in the event of your incapacity or death.

You will receive:

  • An Estate Planning meeting, discussing you, the structure and ownership of your assets, the people who are important in your life and most importantly, your wishes and how you can best fulfil them.
  • A detailed Estate Statement documenting your current position, family situation, and most importantly your wishes that you can pass to your solicitor for implementation and future reference.
  • Solicitor-prepared Wills & Power of Attorney documents. We will also prepare Advance Care Directives to complete the three forms of documentation you need to protect your wishes now and once passed away.
  • A compiled Life Document Kit to keep it all together along with personal letters, wishes and account details so that when the time comes, your executor can finalise your estate with certainty and ease.

Estate Plan for a Couple

$1650

Estate plan for a Single

$990

A Guide to the Estate Planning Questionnaire

Prepare your Estate Plan

What Could Happen If You Die Without a Will

By businessi | 28/06/2021

By Michael Farmer CFP Many people in Australia die without having a Will in place, leaving their assets to “Lady Luck” on how your estate will be distributed. The legal term for dying without a Will is intestate, and here are a few things that may happen once you are no longer alive without one.…

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Michael Farmer

Financial Planner
Michael joined Business Initiatives in August 2016. He is a Certified Financial Planner and has been helping his clients improve their financial position since 2003. Michael has experience in all areas of financial planning and has specialised in pre-retirement planning, minimising tax and growing his client's wealth.
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Michael Alcorn

Financial Planning Assistant
Michael began working for Business Initiatives in April 2017 as Administration Assistant to the Financial Planner. Since completing High School he has continued to study and completed a Diploma of Financial Planning in late 2016.
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08 8431 7444

Send us a message

answers@businessi.com.au

 

Address

20D William Street
NORWOOD SA 5067

PO BOX 4118
NORWOOD SOUTH SA 5067

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