We all want a safe and secure future for our loved ones, and yet around 40% off Australians pass away each year without a comprehensive plan in place for their estate. We understand that it is never a comfortable conversation to have, but here at CarePlan Advisory Services we are passionate about ensuring your assets are correctly structured and ready to be distributed exactly according to your preferences.
Below we have outlined some of the important things to consider and we encourage you to reach out to us when you are ready, to ensure your Estate Planning is in order. You can do so by calling 1800 270 990, or by emailing email@example.com, or you can click here to fill in our contact form at the bottom of the page.
Key components of an Estate Plan
A comprehensive Estate Plan can be broken down in to 6 main areas.
While we can discuss and assist in recommendations for your estate plan, it is important that you follow through and put the required legal documents in place with a solicitor. We can put you in touch with specialists in this area if required.