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Much more than just a Will
Make sure your assets are managed and distributed the way you want with an estate plan
A Will is an essential part of estate planning. Without one, your assets may not be distributed in line with your wishes.
Comprehensive estate planning, however, goes beyond having a Will. It also involves planning ahead to ensure your financial, medical and lifestyle affairs are looked after when you are gone, or can no longer look after yourself.
An estate plan is particularly important if:
You and your financial adviser can access specialist estate planning services via the trustee division of IOOF, Australian Executor Trustees (AET).
AET is one of Australia’s largest and most experienced trustee providers, with a long, proud history spanning over 140 years.
AET’s estate planning lawyers can work with you and your adviser to tailor an estate plan to your individual circumstances – making sure your wealth is managed and distributed according to your wishes.
Depending on your circumstances, this may include:
Speak to your adviser or call AET on 1800 882 218
View AET’s range of client guides that help answer some of the frequently asked questions about estate and trustee services.