If you are putting off writing a Will, you are not alone. According to recent data, over 50% of adult Australians do not have a Will in place. It doesn’t have to be a difficult process, TPT Wealth has the tools and experience to make Will preparation and Estate Planning as simple and straight-forward as possible.
Wills & Estate Planning
It’s important to take control of your affairs, both for yourself and your loved ones. The Will preparation and Estate Planning process takes into account your unique family and financial circumstances, and how you wish your wealth and assets to be managed.
Executor & Trustee Services
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, protecting, selling or transferring assets, closing bank accounts and paying debts.
Charitable Trusts
Continue your charitable giving beyond your lifetime and create a truly lasting legacy with a charitable trust established through your Will. It comes into effect after you pass away and, subject to the law, can run into perpetuity – “forever”.
Personal Injury Services & Compensation Trusts
For people who receive a lump sum compensation payment for damages arising from medical negligence, motor vehicle accident, workplace accident or other personal injury. Choosing the right trustee to invest and protect your funds is vital for supporting your financial wellbeing and maintaining your way of life.
Why use TPT Wealth
Provide objective, independant and professional advice
Manage your affairs from start to finish with less stress
Give you peace of mind knowing your Estate will be administered as you would have wished
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 135 years of experience, we are the long game and can:
- Hold your Will in safe keeping.
- Help take the stress out of managing all the legal, administrative, investment and tax duties and responsibilities of an Executor.
- 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 without the potential interruptions of failing health, death, or other issues that may affect a family member as Executor.
