Estate Planning

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At Dillon & Elbourn we are experienced in estate planning, and can ensure the succession plan for your assets will be held to.

The areas involved in estate administration we are able to assist in include:

Analysis and identification of your estate objectives
Confirming assets - valuations, inventories, appraisals
Structuring advice to minimise taxes and protect assets
Arrange preparation estate planning documentation
Estate administration and distribution

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