Estate Planning

Estate planning strategies to protect your wishes, and your memory

Aintree Group  is a specialist in estate planning. Our consultants excel at giving you peace of mind so you can be sure your final wishes will be adhered to, your beneficiaries are well looked after, and family disputes are avoided.

We know you want your family and beneficiaries to get your wealth, not the tax department.

Our estate planning specialists will show you different ways you can maximise your estate by minimising taxes and hidden expenses.

Aintree Group estate planning advice covers the most tax effective and watertight way to deal with:

  • Writing a valid and legally binding will
  • Appointing an executor or trustee
  • Setting up testamentary trusts
  • Beneficiaries and family provision
  • Property ownership
  • Powers of Attorney
  • Superannuation nominations.

Where required, we can refer you to an estate lawyer from our trusted alliance, or liaise with your own lawyer. Through the entire estate planning process and after you’re gone, we will continue to act as a facilitator between you, your family and your lawyers.

Don’t let poor estate planning ruin your legacy.

Contact us today  to book an appointment with an estate planning consultant – our place or yours!