Estate planning advice and services, Geelong

At Community Chapman Welsh, we are your trusted advisory team when it comes to professional estate planning services and inheritance financial planning and management. We understand that people need effective planning in place for themselves, as well as their loved ones in the years to come. When you work hard to build a financial legacy, you want to protect it for future generations through expert estate planning advice.

You want to know your assets will, after you die, go to the people and organisations you choose. And you want the distribution process to be well considered and efficient.

At its core, estate planning focuses on wealth creation, preservation and transfer to selected beneficiaries that can include family, charities and business associates. Protecting beneficiaries from creditors, divorce and other issues is part of the planning process.

Whether you’ve received money in a will and need to talk to an inheritance financial advisor, want wealth creation advice or seek guidance on structuring your estate’s assets, we are here to help. We will also work in with your lawyer to make sure all your needs are covered.

Estate planning includes:

• Making or reviewing your will;
• Granting enduring power of attorney;
• Choosing an executor to distribute your assets after you die;
• Selecting a guardian, who can make decisions on your medical care if you lose the ability to make decisions for yourself; and
• Nominating beneficiaries for your superannuation and insurance.

Contact Community Chapman Welsh for quality estate planning, inheritance and wealth creation advice. Our expert team can also help with financial services including superannuation advice and aged care financial planning.