Let’s be honest, nobody really wants to make a Will. In fact, according to recent data over 50% of adult Australians don’t have one. This doesn’t have to be difficult, TPT Wealth has the tools and long experience to make the Estate Planning and Will preparation process simple and stress-free for you.
Wills & Estates
WHY USE TPT WEALTH
TPT Wealth was established in 1887 to be an impartial and professional Executor and Trustee. Today, that remains a core part of our expertise. With more than 130 years of experience, we are the long game and can:
Provide objective, independent and professional advice and can manage your affairs
Insure against loss, so you can relieve your family members of the pressure that comes with responsibility and personal liability for mistakes
Manage your affairs from start to finish, without the potential interruptions of failing health, death, or other issues that may affect a family member as Executor
Hold your Will in safe keeping
Give you peace of mind, knowing your Estate will be administered as you would have wished and without placing unnecessary burden on your family or friends
Help take the stress out of managing all the legal, administrative, investment and tax duties and responsibilities of an Executor
Estate Planning
More than just a Will, an Estate Plan documents how you wish your wealth and assets to be managed and distributed to those important to you. It includes things like Powers of Attorney, and nominating a guardian for your children.
Estate Administration
This is the process of managing and/or distributing the assets and liabilities of someone who has passed away according to their Will and/or the law. This can include arranging their funeral, identifying, collecting and protecting their assets, closing bank accounts, paying debts and selling or transferring remaining assets of the Estate to beneficiaries.
WE'RE HERE TO HELP
1300 138 044
9-5 Monday to Friday
info@tptwealth.com.au
We reply within 1 business day
