Plan for the future, without the stress

Proper estate planning gives you peace of mind that your affairs will be in order when you pass away or become unable to manage your affairs. Nobody likes to think about death, especially their own but making the time now to determine what should happen later will save your family heartache and hardship. We can walk you through this process with ease.

Enquire

Step one is always to meet with you for an initial enquiry meeting. Before we can assist you, we need to understand what your wishes are. This first meeting is all about finding out what you want and need to achieve your business and personal goals. Our advisors take a holistic approach and look at your entire situation so they get the full picture.

As part of your estate plan, you will need to consider the following questions:

  • What are your assets and liabilities and are they clearly documented?
  • Do you have an up-to-date Will?
  • Do you have an adequate life insurance policy?
  • Are there any tax consequences of how your assets are distributed?
  • Do you have a death benefit nomination for your superannuation fund
  • Is an enduring power of attorney and/or enduring guardian is appropriate for you?
  • If you own a business, you may also need to consider business succession plans.

Navigate

Once we understand where you’re currently positioned and where you want to go, we’ll be able to start helping you navigate the best way to get there. While the structure of an estate plan varies depending on your personal circumstances, the goal of every plan remains the same – to make sure your assets are managed and transferred according to your wishes in the most financially effective and tax effective manner. Envisoro’s team of advisors are experts in this area and can make sure it’s a pain-free process.

Visualise

With this understanding in mind, we’ll start working on a path that’s unique to you. A visual roadmap will help you understand how we plan to implement changes and the way you will achieve your goals.

Implement

Our implementation process is a structured path that helps you record and direct how you want your Estate to be distributed. There’s so much more to estate planning then getting a Will together.

Support

We have a unique support system that allows Envisoro to sit as your single point of content for your estate management needs. We’ll work with other experts to ensure your estate planning is robust and includes protection for your loved ones, written documentation of your wishes, professional advice and peace of mind for you.

Others

Envisoro has a large network of partners who can help in their areas of expertise. We facilitate and project manage the process so you and your family are well looked after. We can connect you with appropriate legal advisors to ensure your Estate is distributed in the best way and in accordance with your wishes.

Review

Like all plans, your estate plan should be reviewed regularly to ensure it’s up-to-date and relevant for you and your situation. Talk to us to learn more

Chat to us today

*Survey of 97 SME owners conducted in Quarter 1, 2018.
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