Estate Planning

 

Start Estate Planning

Estate Planning means planning to deal with your affairs and estate if you are unable to do so yourself for any reason including death.

It is therefore important that you consider what would happen if you died or were unable to manage your affairs.

Areas to consider are as follows:

  • Wills
  • Power of Attorney
  • Enduring Guardian
  • Binding Nomination
  • Anticipatory Direction
  • Medical Power of Attorney
  • Testamentary Trust
  • Passing Assets Outside of Your Estate
  • Ownership
  • Death Nominations
  • Non Estate Assets
i

Preparing the Legal Documentation

It is important that you get professional assistance in preparing your will. One Advisory Wealth Management works in conjunction with legal advisers to ensure appropriate coordination between insurance and estate planning. Most do not charge for the initial consultation and will provide you with a quote to prepare the documentation you require.

We will ensure that your estate planning needs are taken into consideration when we recommend a strategic solution to your investment needs.

ASK OAWM FOR AN INITIAL CONSULTATION

One Advisory Wealth Management
Website Design – A Computer Guy
Privacy Policy | Website Disclaimer | Complaints Resolution
One Advisory Wealth Management Pty Ltd is a Corporate Authorised Representative (AR #001284169) of Thornton Group (Australia) Pty Ltd.
AFSL 223670 | ABN 88 101 789 226 | Level 1 104 Frome Street ADELAIDE | P 08 8229 2260 | F 08 8229 2299
Thornton Group (Australia) Pty Ltd trading as Thornton Group holds an Australian Financial Services Licence (No 223 670)