wealth redefined.TM
Tax and fiduciary solutions
As part of your financial planning, it is important to plan for what happens to your estate when you are no longer around. Wealth Associates will be able to assist with personalized and specialist fiduciary services all customized to the unique requirements of our clients and their families. We offer unmatched expertise and capabilities in trust and executorship services, serving as your one-stop shop for all your estate planning needs.
Our fiduciary services empower you to create an estate plan tailored to your unique and ever-evolving needs and circumstances and no matter how intricate your estate is, we have the perfect solution for you. With our expertise, you can navigate the complexities of estate planning with confidence and ease and our team of experts will guide you every step of the way, ensuring your assets are protected and your legacy is preserved.
Our range of services:
- Estate and Tax Planning Services
- Deceased Estate Administration.
- Wills – the drafting of a will, amendments, joint wills, testamentary trusts wills and living wills
- Trust Administration Services including the drafting and registration of a trust deed, amendments and audits
- Independent Trustee Services
- Estate succession planning
- Company registrations
- Drafting of agreements including loan agreements, buy and sell agreements, contract, power of attorney and resolutions
- Acting as Executor or Personal Representative.
Why choose us:
- Expertise: Our professionals have extensive experience in estate planning and executorship services, providing you with the knowledge and skills needed to create a robust estate plan.
- Personalized service: We work closely with you to understand your individual needs and goals, ensuring that your estate plan reflects your specific circumstances and aspirations.
- Flexibility: We offer a wide range of services to fit your budget and requirements.
- Reliability: We are committed to providing the highest level of service to our clients, ensuring that your estate planning needs are met with professionalism and attention to detail.
Our dedicated specialists work closely with you and your family to build a strong relationship while collaborating with your financial planner or wealth manager. By focusing on achieving our desired service levels and your long-term goals, we ensure that your needs are met efficiently and effectively.