Property & Assets
Consideration of relevant properties, investments and other significant assets forming part of the estate.
HERITANT · Legal Services
Estate Planning.
A considered approach to organising your legal and estate-related affairs around your family, assets, responsibilities and long-term intentions.
Our approach
From Planning
to Implementation.
Comprehensive planning
Estate planning is about more than preparing a Will.
Effective planning begins with understanding your family structure, properties, investments, existing legal documents, beneficiaries, dependants and other relevant responsibilities.
The appropriate legal arrangements can then be considered around your intentions, succession objectives and the circumstances that may affect your family in the future.
What we consider
Planning around the whole picture.
Beneficiaries
Planning around family members, beneficiaries, children, dependants and intended succession.
Family Protection
Consideration of minor children and beneficiaries who may require continuing assistance or protection.
Business Interests
Planning for ownership interests, business continuity and succession objectives where relevant.
Future Incapacity
Consideration of appropriate legal arrangements for circumstances in which assistance may be required in the future.
Legal Documentation
Identifying and preparing the legal documents appropriate to the client's circumstances and objectives.
Depending on your circumstances
Your estate plan may involve.
There is no single document or structure that is automatically appropriate for every client. The requirements depend on the client's circumstances, objectives and applicable law.
Will and testamentary planning
01Trust planning where appropriate
02Power of Attorney arrangements
03Beneficiary and succession planning
04Planning for minor children
05Planning for vulnerable beneficiaries
06Property and asset-related documentation
07Business succession considerations
08Review of existing estate documents
09Execution and post-execution assistance where applicable
10Who we assist
Planning for different stages of life.
01
Individuals & Families
02
Senior Citizens
03
Property Owners
04
Parents & Guardians
05
Business Owners
06
Families With Vulnerable Beneficiaries
Family protection
Planning for children, dependants and vulnerable beneficiaries.
Estate planning can require additional consideration where a beneficiary may need continuing assistance, financial support, guardianship arrangements or long-term protection.
Family protection planningBegin your planning