Planning for the future is integral
to the work that Lanteri Partners Group
does with our clients.

"We recently decided to review our wills and asked Lanteri Partners to assist. Our timing was perfect as Michael had just launched an Estate Planning service. We particularly needed to ensure that proper provision was made for our youngest daughter who is intellectually disabled and, since last updating our wills, had moved to assisted living with a disabled residential service provider. The advice we received was sound, logical and considered, backed by a strong knowledge of estate legal processes. Our new wills accurately reflect our desires and protect the rights of the beneficiaries. The whole process was seamless and efficient."

Wills and Estate Planning

Planning for the future is integral to the work that Lanteri Partners Group does with our clients. All of our services are based on understanding the client’s circumstances, objectives and goals for the future.

 

Wills and Estate Planning is an essential cog in comprehensive and complete financial planning. However, this is an area that many people – and organisations – fail to consider. Often wills do not allow for complex personal and business arrangements, such as trusts and companies, directorship issues, extended families and international assets.

 

Lanteri Partners wants to ensure that you and your personal and business interests are protected in all circumstances. Being a holistic practice means that we know each client’s history, current circumstances and goals for the future. It also means we bring taxation, superannuation, investment, legal and financial planning expertise to estate planning.

 

We don’t just provide standard wills and estate planning solutions – we challenge you and we ensure that you understand and consider the opportunities and implications of estate planning decisions.

 

This comprehensive approach ensures that your will and estate plans are right for you, are robust, and will stand up to probate and challenge

 

"I recently used Lanteri Estate Planning Services to prepare Wills and Enduring Powers of Attorneys for my wife and I. We had an excellent overview of what was involved with Michael Lanteri, filled out a questionnaire, and the documents were prepared and processed. The process was made easier as we also use Lanteri Partners to manage our super fund. I would recommend them to anyone needing to do this."

Estate Planning services:

  • Testamentary Trust Will
  • Enduring Power of Attorney (Medical)
  • Enduring Power of Attorney (Personal/Financial)
  • Superannuation Binding Beneficiary Notice
  • Change in Company Constitutions
  • Letter of wishes
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