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Wills and Estate Planning

Organising your Estate

Empire Financial Group offers assistance with a full end-to-end estate planning service for your peace of mind, increasing certainty and reducing any complications for you and your family members or beneficiaries.

Estate Planning Services

Our estate planning service provides you with advice about the strategic, protection and taxation aspects of an estate, as well as the practical outcomes including the preparation of:

  • Wills
  • Enduring Powers of Attorney
  • Enduring Powers of Guardianship
  • Advance Health Directives

Estate planning process

 
1. Meet

Meet to ask you a range of questions to understand your circumstances and answer any of your questions

2. Advice

Provide advice about the strategic, protection, and tax aspects of your estate.

3. Legal

Consult with our legal representatives, and your documents drafted for your review.

4. Sign

Witness your document signing, provide you with a copy and lodge the documents for safe keeping.

Your Estate Plan

A professional estate plan will be written to ensure:

  • Ownership and control of your assets is passed to your intended beneficiaries in the right proportions
  • Beneficiaries are protected in “blended family” arrangements, or from the potential claim of any future spouses of your beneficiaries’ guardians
  • Tax impact on your estate and beneficiaries is reduced
  • Your estate is administered in a cost efficient and timely manner
  • Assets are protected if a beneficiary is involved in any legal difficulties (for example, bankruptcy or divorce) or under a legal disability, or are personally vulnerable

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Services that are ideal for your stage of life

Empire Disclaimer

The information contained on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek the appropriate financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.