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Estate & Legacy Planning

Estate & Legacy Planning

Ensuring the wealth and legacy of an individual is passed on to others according to your wishes and your estate is of concern to most Australians.

At Integrity Wealth our facilitation and advisory specialists are well equipped to deal with the many issues and considerations that arise when formulating an Estate Plan.  Estate and succession planning involves much more than just having a will. 

We will ensure your estate planning delivers your assets to the right people, at the right time, in the right way, protecting the beneficiaries from legal or personal misfortune.

A well-crafted estate plan can provide peace of mind to the will maker and build financial security for the beneficiaries.  Our specialists can advise you on wills, covering assets and liabilities in the will maker’s name, testamentary trusts, power of attorney appointments and guardianship of any minor children.  They can also advise on any non-estate assets, including joint tenancies, superannuation, family trusts and private companies that may need to be considered in an estate plan.

By working collaboratively with you, our specialists will help ensure you receive the most beneficial and affective estate plan to make a hard time easier.