Secure The Future Through Estate Planning
Plan your financial future, and your family’s, through Navigate Financial's Estate Planning Services.
Create Your Legacy With Effective Estate Planning
Effective Estate Planning can not only secure the future of your family but will also give you complete peace of mind that everything is taken care of.
Benefits
Protect your finances and other assets, minimise your tax liability, and distribute your wealth in line with your express wishes.
Strategy
An Estate Plan can be reviewed at any time and updated as required. Our advisers are there to guide you for as long as you wish.
Estate Planning For Peace of Mind
Protect your Assets and Loved Ones
Protect your assets and loved ones through your Will, by creating Trusts, Letters of Wishes, and other strategies.
Efficient Estate Administration
When the time comes, we will be there to provide support and advice throughout the administration of the Estate.
Strategic Estate Planning
Our Estate Planning strategies are individual, designed for your personal unique circumstances.
Protect
Secure Your Future with Estate Planning
There is nothing which provides peace of mind like knowing your assets and your family and loved ones are protected and will be provided for.
By partnering with our expert advisers, you can build a comprehensive plan for your Estate.
A plan which will deliver your wishes, distributing your wealth in the way you desire.
Simplified
Step-by-Step Estate Planning
Consultation
Discuss your goals and wishes with one of our experienced advisers.
Analysis
Your current financial position is evaluated, and your personal Estate Plan developed.
Documentation
Legally binding documents are prepared for you, and approved, and signed by you.
Execution
Your Estate Plan is implemented and reviewed periodically to make any appropriate adjustments.
FAQs
Find answers to common questions about estate planning to help you make informed decisions.
What is estate planning?
Estate planning is the process of organizing and managing your assets to ensure they are distributed according to your wishes after your death. It involves creating a will, establishing trusts, and making arrangements for tax and financial matters.
Why is estate planning important?
Estate planning is important because it allows you to have control over how your assets are distributed, minimize taxes, and provide for your loved ones. It also helps to avoid disputes and ensure a smooth transfer of wealth.
Who needs estate planning?
Everyone can benefit from estate planning, regardless of the size of their estate. It is especially important for individuals with significant assets, dependents, or specific wishes for the distribution of their wealth.
What documents are included in estate planning?
Estate planning documents may include a will, trust, power of attorney, and healthcare directive. These documents help to ensure that your wishes are carried out and that your financial and medical affairs are managed according to your preferences.
How often should estate planning be reviewed?
Estate planning should be reviewed periodically, especially when significant life events occur, such as marriage, divorce, birth of a child, or acquisition of new assets. It is also a good idea to review your estate plan every few years to ensure it remains up to date.
Expert Estate Planning Services From Navigate Financial
Secure the future and your ongoing peace of mind with our comprehensive, tailored, Estate Planning services.