Estate Planning

Future planning is integral to overarching strategies that Lanteri Partners develop for our clients.

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“We recently reviewed our wills and asked Lanteri Partners to assist. We needed to ensure proper provision for our disabled daughter who had moved into assisted living. The advice we received was sound, logical and considered. The whole process was seamless.”

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Wills & Estate Planning

“Lanteri recently prepared wills and enduring powers of attorney for my wife and I. We had an excellent overview of what was involved with Michael Lanteri. The process was made easier, with Lanteri Partners managing our super fund.”

Wills and estate planning is a vital cog in a full financial strategy, but it’s an area people and organisations ignore. Complex personal and business arrangements, trusts, companies, directorship issues, extended families and international assets are all estate issues.

As a holistic practice, we know our client’s history, circumstances and goals, as we include taxation, superannuation, investment, legal and financial planning expertise into estate planning. Rest assured, your personal and business interests are fully protected.

Beyond standard estate planning, we ensure you understand the opportunities and implications of estate planning decisions. The result is a robust estate plan right for you, that stand ups to probate challenges.

Estate Planning services include;

  • 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

Contact An Expert

    Estate Planning Team

    Learn More about our Private Wealth Management Services