Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Haden Partners we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets - Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Get in contact

  • Ringwood Office

    Level 1, Suite 10
    45-51 Ringwood Street,
    Ringwood,
    Victoria 3134

    Phone: (03) 8578 1020
    Fax: (03) 8578 1030
    Send an enquiry
    Get directions

  • Mornington Office

    Level 1, Suite 4
    315 Main Street
    Mornington,
    Victoria 3931

    Phone: (03) 5977 1211
    Fax: (03) 5977 1233
    Send an enquiry
    Get directions