Probate Concierge

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Probate is the judicial process through which a deceased person’s assets are managed and distributed. While it's a crucial step in estate planning, it can be lengthy and costly, potentially burdening your heirs.

Probate Process Highlights:

  • Court-supervised procedure to authenticate the deceased's will.
  • Involves organising assets, paying debts/taxes, and distributing inheritance.
  • Can be complicated, leading to family stress and delayed asset distribution.

Package:

A comprehensive support package providing one-on-one assistance, ensuring your estate planning is thorough and personalised.

Features Included:

  • Expert guidance from a dedicated probate specialist.
  • Support over the phone and thorough document reviews.
  • Assistance with public notice preparation.
  • Flexible payment plans available.
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Key benefits of Estate Planning

Protect Beneficiaries

Provide financial security for loved ones

Reduce Taxes

Minimise inheritance and capital gains taxes

Prepare for Incapacity

Ensure decisions are made by trusted people

Avoid Probate

Streamline the transfer of assets to heirs

Control Asset Distribution

Decide who inherits what and when

Protect Your Assets

Safeguard wealth for future generations

Plan for Care Costs

Protect assets from care home fees

Preserve Family Wealth

Prevent wealth from being eroded over time

Gain Peace of Mind

Reduce family disputes and secure your wishes

Estate planning ensures your assets are protected, your wishes are honoured, and your loved ones are cared for.

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