Estate Planning.

Be prepared for the unexpected in life.

Adding undue financial pressure at a challenging time in your life can be avoided with a comprehensive estate plan.

Estate planning is an important part of your financial life. The costs of legal wrangles, and estate distribution can be staggering. Spending a little bit of time and effort now can help prevent family squabbles and costly legal battles.

At WealthStream Financial, we can assist you to address your estate planning needs by helping you to uncover your needs, structuring your financial affairs effectively, and referring you to the right specialists.

Ask yourself about your estate plan…

We can help create and manage all your estate planning needs

Superannuation

We can help with important superannuation decisions such as choosing a super fund, and different methods to boost your super.

Legal costs

The cost of a legal professional can vary depending on your type of estate plan and how complex your will is. We can help you understand the all different costs that are involved.

Creating trusts

Setting up a trust is one way to organise the management of your estate for the future. You choose a third party, called a Trustee, to be responsible for ensuring your assets are distributed in the way you have specified.

Healthcare Power of Attorney

Granting a trusted individual your Healthcare Power of Attorney allows them to make decisions about your medical care if you cannot communicate. Organising this document ahead of time will ensure your wishes are executed no matter the situation.

Financial Power of Attorney

Choosing a reliable person to have your Financial Power of Attorney allows them to make decisions about your finances if you cannot communicate. Organising this document ahead of time will ensure your wishes are executed no matter the situation.

Other estate planning documents

When it comes to organising succession planning for your estate, we can provide guidance and access to the necessary documents and structures that will make the transition of your assets easy for you and your loved ones.