Succession planning is more than just making a will, it involves coming up with a strategy to make sure that your assets pass to the right people at the right time. Thoughtful succession planning also determines who will make decisions on your behalf should you become unable to. The reassurance and peace of mind that comes with professionally administered estate and succession planning is invaluable. We will work closely with you to help decide and articulate what happens to your estate, outlining how your personal wealth and any business assets will be distributed, so that your wishes are fulfilled.
Peace of Mind with Professional Wills, Estates, and Succession Plans
When drafting your Will we will work with you and your legal advisors, to choose the executors, guardians or trustees and determine the distribution of assets.
Our team is able to prepare all of the necessary documentation that will outline the distribution of any non-estate assets.
We can work with you to outline what will happen when you sell, close or transfer ownership of your business.