Estate planning

You put a lifetime of work into building your wealth to achieve your goals. But what happens to that wealth when you pass away?

If you die intestate (or without a valid Will in place) your assets will be distributed according to a strict legislative formula which may not be in line with your wishes.

As part of your planning, isn’t it worth putting a plan in place for the tax-effective distribution of your assets once you have gone?

The services provided by Australian Executor Trustees allow you and your financial adviser to do just that – an estate planning specialist can help you and your financial adviser make the right decisions about how to transfer your wealth. 

The first step is to make sure you have a Will in place. Once you have a Will, it’s important that it’s kept up-to-date. And, in today’s world of blended families, it’s even more important to make sure you have a plan in place.

But a Will is just the beginning - a comprehensive estate plan involves so much more than just a Will. To find out about AET’s estate planning services that can help you structure your assets effectively, visit or contact us.