The Estate Plan you deserve
Your estate plan gives you control over who can make financial and personal decisions if you can’t (or no longer wish to), and who will receive your assets and manage your affairs when you die, rather than leaving those outcomes to the courts, or a default legal formula. If you own a business, it’s even more important to plan for succession, as the business will not pass under your Will and your power of attorney is insufficient if you lose capacity.
An Eastern Hill estate plan helps reduce delay, disputes, and unnecessary cost for your family.
I thought my financial planner would prepare my estate plan?
In short: the two roles are complementary, your financial planner focuses on the best financial strategy; your estate planning lawyer ensures the plan is legally implemented and, if there’s a business, that control and succession are clearly documented and enforceable, and where you own a business, that there’s a clear succession pathway if you die or lose capacity.
Protect your legacy
Over the past decade there has been a massive increase in the number of disputes arising from poorly drafted wills. It is a similar story with powers of attorney and appointment of enduring guardians, where there are over a thousand cases before the NSW Courts.
Despite families having life changing amounts of wealth tied up in property, superannuation trusts and other assets, many families put creating their estate plan in the too hard basket.
A holistic approach
Estate planning is far more than just drafting a will. It is a comprehensive process of structuring your affairs to ensure that your hard-earned wealth is protected, your loved ones are provided for, and your wishes are carried out precisely as you intend, both during your lifetime as you age, and after your death. At Eastern Hill, we help you navigate the complexities of estate law to build a secure, tailored roadmap.