Estate Planning and Trustee Services

For many individuals and business owners, estate planning is imperative to ensure that your assets and business interests are sufficiently protected and managed in the event of your death.

Through effective estate planning you can ensure your estate is passed to your beneficiaries in the most financially efficient and tax effective way possible.

The Bentleys team of taxation and business specialists work closely with colleagues in the legal profession, assisting many clients with their estate planning requirements. We offer a range of services that will help you to establish your estate plan.

Our services include: 

• Business valuations 
• Planning and managing asset transfers 
• Management succession plans 
• Preparation of trusts 
• Wills and enduring powers of attorney 
• Family dispute resolution 
• Family wealth appraisal 
• Administration of deceased estates 
• Company and trust formation and structuring 
• Life insurance and superannuation 
• Planning for retirement 
• Advice on pension eligibility