Expert Estate Planning Advice

Our Estate Planning Advice Services

• Trust Creation: Establishing a trust can be a powerful way to manage and protect your assets. At Waterford Financial Services, we are here to guide you through creating a trust that aligns with your long-term financial goals. We work closely with legal experts to set up trust structures that align with your financial goals to benefit your beneficiaries.
• Expert will Preparation: Our estate planning advice can help you create a will that precisely meets your needs, including naming an executor, specifying how your assets should be distributed, and appointing guardians for minor children. Once your will is expertly drafted, you can take it to a lawyer for review and formalisation.
• Advanced Healthcare Directive: It is crucial to have specific instructions about your medical treatment preferences in case you cannot communicate them. At Waterford Financial Services, we can help you create a clear and legally binding directive. Have peace of mind knowing that your healthcare decisions will align with your wishes.
• Superannuation Binding Nominations: Securing your retirement requires making the right decisions about your superannuation. Superannuation-binding nominations can be complex, but our team of expert advisors at Waterford Financial Services are here to help. We provide clear and personalised advice to ensure your intended beneficiaries receive your superannuation benefits.
• Incapacity Planning: Enduring guardianship allows you to appoint a trusted individual to make healthcare and lifestyle decisions if you no longer have the capacity.  We can provide estate planning advice for the role of an enduring guardian and assist you in choosing the right person.

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The Estate Planning Process

Understanding Your Financial Picture

First and foremost, we are all ears when it comes to understanding your unique financial landscape and your dreams for the future. During our one-on-one sessions, we will meticulously assess all your assets, including bank accounts, investments, real estate, and personal property. We aim to gain a comprehensive understanding of your current financial position and your financial aspirations.

Customising Your Estate Plan

Once we’ve acquired a detailed insight into your assets and objectives, we will work closely with you to craft a plan for the distribution of your assets after you are no longer with us. This may encompass the creation of a will, setting up trusts, or designating beneficiaries. We’re here to ensure that your plan mirrors your exact wishes for when circumstances change.

Shielding Your Assets

Life can be unpredictable, and that is why we’re dedicated to helping you protect your assets from potential threats like creditors and lawsuits. We will assist clients by employing legal strategies, trusts, and insurance to safeguard the assets you have diligently accumulated.

Seamless Collaboration with Experts

Estate planning often requires a collaborative effort. We work in close harmony with legal professionals and accountants to ensure the effective implementation of your plan. We believe in a holistic approach to provide you with comprehensive coverage.