Preparing a Will with TPT Wealth is likely to be faster, easier and less expensive than you think. We have the local, legal knowledge to make preparation of your Will as simple as possible, and the long experience to give you the added peace of mind that your wishes will be carried out exactly as you planned.
Will writing
Take control of your affairs and draft a Will that reflects your wishes with the help of an expert estate planner from TPT Wealth.
Executor services
TPT Wealth can help you take care of all the legal, administrative, investment and tax requirements involved in administration under your Will.
Trustee services
Establish a trust to support your vulnerable beneficiaries, or a charitable trust to direct funds to a particular charity or cause, and have your trust managed by our experts.
Writing your Will
Your Will is the legal document that specifies how your assets will be distributed after your passing. We’ll work with you to understand your specific needs and circumstances, and draft a Will that reflects your wishes. This is also the time to consider appointing an Attorney (someone to act on your behalf, should you become unable to make your own decisions) and to nominate a guardian for your children.
In the event your life circumstances change, you may need to revise your Will. Births, marriages and purchasing property, or an unexpected life event like divorce, disability or the death of a loved one, can all significantly impact your life and may require you to reconsider your personal and financial goals. We recommend reviewing your Will every 5 years so that it continues to reflect your wishes (and of course, we can help with that too).
Executor services
When you prepare your Will, you also nominate your Executor. The duties of an Executor can be burdensome and stressful for loved ones, particularly those without a legal background. When you appoint TPT Wealth as your executor, we take care of all the legal, administrative, investment and tax requirements involved in administration under your Will. There will be no need for loved ones to engage a lawyer or accountant when TPT Wealth is your executor. TPT Wealth will ensure your wishes are followed objectively, and cannot be swayed by pressure from beneficiaries.
Trustee services
Setting up a trust as part of your Will can help ensure you leave a lasting legacy. TPT Wealth has operated as a trustee company since 1887 and is authorised under the Trustee Company Act 1953. We can establish a trust to support your vulnerable beneficiaries, or a charitable trust to direct funds to a particular charity or cause.
We then manage all aspects of your trust as the trustee. TPT Wealth has helped scores of Tasmanian families and individuals make a lasting contribution to the people and causes that matter to them.
