An Estate Plan often includes a few important people you choose to help carry out your wishes:  

• Executor – This is the person who manages your Estate after you pass away. They make sure your Will is followed, pay any debts, and distribute your assets to the right people.  

• Enduring Power of Attorney (EPOA) – This is someone you trust to make financial or personal (including health) decisions on your behalf if you’re ever unable to make them yourself.  

• Guardian – If you have children under 18, you can name someone to care for them if you pass away.  

• Trustee – If your estate plan includes a trust (like a testamentary trust), this person manages the trust according to your instructions, often to support children or vulnerable beneficiaries.  

• Beneficiaries – These are the people or organisations who will receive your assets or gifts from your Estate.  

We can help you set up a Testamentary Trust—a special type of trust created in your Will to protect assets, control how they’re distributed, and offer potential tax benefits to your beneficiaries. Whether you want to provide long-term support for children, protect vulnerable beneficiaries, or simply have more control over how your estate is used, a testamentary trust can help ensure your legacy is handled exactly the way you intend.  

Yes. A Will is just one part of estate planning. You may also need powers of attorney and other arrangements to manage your affairs if you become incapacitated.

Without an Estate Plan, your assets may be distributed according to state laws, which may not align with your wishes. It can also lead to delays, higher costs, and family disputes.

Yes. A Will is just one part of estate planning. You may also need powers of attorney and other arrangements to manage your affairs if you become incapacitated.