Estate Planning

Our Services

Estate Planning

Ensuring a meaningful lasting legacy for your family is a complex and emotional task. At Blueprint Wealth we provide an integrated advice schedule encompassing investment, tax and estate planning to provide customised guidance on these important issues.

Through our referral partners, we will ensure your assets are distributed where you want them to be, giving consideration to innovative and tax effective strategies. We will also work together to co-ordinate wills, enduring powers of attorney and superannuation death benefits.

Our estate planning services include advice on:

  • Choosing an executor of your will
  • Nominating beneficiaries for your superannuation
  • Appointing a power of attorney & how they work
  • Understanding your will and why you need one

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Work with experienced and trained professionals in their field.