Taking care of your estate
Estate Administration
Did you know you can appoint a solicitor as executor and trustee of your will?
It’s not always practical to appoint a loved one as executor of your estate. They’re likely to find it a challenging and time consuming task, while dealing with your passing.
Estate administration specialist John Poole has acted in this role for many clients. He’s able to ensure your wishes are carried out in accordance with your will.
John’s administration responsibilities may include:
- Immediate arrangements – Locating and interpreting the original will, and arranging the funeral
- Administration duties – Ensuring estate debts are paid and lodging documents
- Beneficiaries support – Distributing the estate, taxation advice and transferring assets
Trusts and Superannuation
A family trust can offer good asset protection benefits against creditors. Also, the trustee can usually distribute the income of the trust to the beneficiaries tax effectively.