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estate planning
Your Legacy
Mad About LIFE offers our clients a comprehensive Estate Planning facilitation service with a Specialist Estate Planning Firm. Helping our clients to efficiently create their Will and Attorney documents in a cost-effective and strategic manner within a comfortable & personalised format is an important part of our core service offering.
From start to finish Mad About LIFE will work with you to ensure you understand all aspects of your Estate Plan. All Estate Planning packages include a complimentary review from an Estate Planning Specialist Lawyer, to ensure that our clients are getting the right Estate Planning Advice from the outset.
Once we submit your wishes and instructions, your documents will be drafted for your review & an online digital meeting to discuss the documents with a specialist Lawyer will follow along with lifetime secure storage of your documents.
From start to finish Mad About LIFE will work with you to ensure you understand all aspects of your Estate Plan. All Estate Planning packages include a complimentary review from an Estate Planning Specialist Lawyer, to ensure that our clients are getting the right Estate Planning Advice from the outset.
Once we submit your wishes and instructions, your documents will be drafted for your review & an online digital meeting to discuss the documents with a specialist Lawyer will follow along with lifetime secure storage of your documents.
Laurie Seed
Estate Planning Facilitator
Laurie works alongside your Adviser and the Estate Planning Specialist Lawyer to co-ordinate the estate planning process in a customer service focused manner.
“My primary role in the Estate Planning process is to help our clients tick off the Estate Planning goal within their Financial Plan & to get it done in a timely & efficient manner.”
Questions?
Get the process started by filling out this short questionnaire.
What is an Estate Plan?
Every Wealth and Financial Risk Protection plan requires an estate plan to ensure that the legacy you have created & leave behind ends up with the right people at the right time.
An Estate Plan is not just a will, it’s a strategic plan for how your assets should be protected and distributed after you die. An estate plan ensures that your assets are distributed among the people and organisations of your choosing. It’s a guide for how your assets should be dealt with when you’re no longer around to make these decisions.
If you don’t have a will and estate plan in place at the time of your death, your assets will be distributed in line with the laws of your state, which may not be in line with your wishes.
An Estate Plan is not just a will, it’s a strategic plan for how your assets should be protected and distributed after you die. An estate plan ensures that your assets are distributed among the people and organisations of your choosing. It’s a guide for how your assets should be dealt with when you’re no longer around to make these decisions.
If you don’t have a will and estate plan in place at the time of your death, your assets will be distributed in line with the laws of your state, which may not be in line with your wishes.
Testamentary Discretionary Trust
You can make a specific instruction within your Will to set up a Testamentary Discretionary Trust (TDT) upon your death to strategically manage your assets for the benefit of your beneficiaries in a protected and tax effective testamentary structure.
A (TDT) is overseen by your nominated trustee/s, who manage, invest, and distribute your assets for/to your intended beneficiariesSuperannuation Binding Death Nominations
A binding death nomination is provided to your Super Fund Trustee which nominates a beneficiary for your superannuation benefit/s in the case of your death as Superannuation does not automatically flow into your estate. You can choose to nominate either a dependent, which can be a spouse, child, or any other person(s) who could be seen as financially dependent on you at the time of your death, or a legal personal representative (ie. The Executor of your Estate as per your Will).Superannuation Binding Death Nominations
A binding death nomination is provided to your Super Fund Trustee which nominates a beneficiary for your superannuation benefit/s in the case of your death as Superannuation does not automatically flow into your estate. You can choose to nominate either a dependent, which can be a spouse, child, or any other person(s) who could be seen as financially dependent on you at the time of your death, or a legal personal representative (ie. The Executor of your Estate as per your Will).Enduring guardianship
Nominate the people you trust to make health and lifestyle decisions on your behalf if you’re unable to make them yourself at a point in the future.Succession Planning
Discuss the options and put a succession plan in place that expresses your wishes for how your businesses should be managed in the future.