Estate Planning Advice

Estate planning can be an unpleasant thought but it is a necessary task, especially if your assets are complex or you are a business owner. If you would like to share your wealth with many loved ones, an Estate Plan is essential. As your Accountants, Hern & Associates is ideally placed to offer financial strategies to make the most of your estate plan.

We are able to offer you a free consultation with a Senior Estate planner from Australian Executor Trustees.

As a Representative of Australian Executor Trustees, they are able to assist clients in the areas of:

  • Specialist estate planning advice, including taxation, planning and advisory services
  • Will and Power of Attorney preparation
  • Estate administration
  • Trustee services – Testamentary Trusts, Living Trusts, Family Trusts and Charitable Trusts
  • Attorney services

Please call Hern & Associates on 08 8344 6011 to organise your appointment today.