trust + solutions
Unfortunately, as much as we avoid thinking about it, it is vital we all have a legitimate succession plan that enables the transition easier not only for yourself but also for your family and loved ones.
Alongside drafting a customised will, our estate planning goes beyond drafting a will – as it includes:
Estate planning is also an active process of re-evaluating the estate when circumstances in life change, such as:
A successful plan is made involving all family members as it will take into account not only provisions for your retirement income but also the plans, aptitudes and existing assets of younger generations.
Further, through our special relationship with our key partners we can offer our clients access to a range of specialist financial advisory services to protect and prolong your hard earned assets.
Contact us on (02) 8971 8682 to discuss this sensitive matter in confidence and to explore the current wills and estates packages on offer.
Pacific Trade Legal
Level 8, 65 York Street, Sydney NSW 2000 | Mail: PO Box 1032, LEICHHARDT NSW 2040
Pacific Trade Legal is a Member of the Clarence Professional Solicitors Chambers
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