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Estate Planning Explained

written by Darren Hagarty

Estate Planning means different things to different people. Ultimately, it is about ensuring that you have the right mechanisms in place to ensure that in the event of your death, your assets pass in the manner you intend them.

To help you better conceptualise the Estate Planning process, we’ve created an Infographic to outline the key steps.

How We Can Help?

Through a deep understanding of the personal and business structures of our clients, PT Partners is perfectly positioned to bring about Estate Planning outcomes that are sound, tax-effective and tailored to the specific requirements at hand.

We centralise and facilitate the entire process, drawing on our trusted Advisor Network in Estate Planning Law for the drafting of the legal documents that are required.

What next?

The best way to start the process is a Discovery Meeting with our director, Darren Hagarty, who specialises in estate and business succession planing. This meeting allows us to explore the possibilities with you and identify where the gaps lie in your estate planning affairs. The discovery meeting is at a fixed price of $330.

Following the meeting, we’ll put together for you a fixed price quote for the work that needs doing.

To make an appointment with Darren, simply go to our online booking facility.

For further information, you can also read our Fact Sheet on The Estate Planning Process.

Darren Hagarty is a Director of PT Partners.


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