Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Devonshire Accountants we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets - Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Contact us...

Shop 20 20-24 Commerce Dr
Browns Plains, QLD, 4118
AUSTRALIA

Phone: 07 3800 0807
Email: Click here

...or make an appointment

If you would like to meet with one of our team to discuss your financial needs, please feel free to book an appointment with us.

Book your appointment