Estate Planning

Estate Planning is an essential part of life. Estate Planning is about YOUR legacy.

Your estate plan ensures that your loved ones are cared for, your assets are protected, and your wishes can be honoured in the event of life stages or life changes.

More than 50% of Australians fail to adequately prepare for changes or milestone events in their life, and of those that do have an estate plan, 23% of those plans are outdated and do not accurately reflect the current wishes of the client.

Collins Hume Estate Planning makes the process of protecting your legacy and loved ones simple, cost effective, and efficient. You can check your estate planning needs in less that 5 minutes:

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The areas involved in estate administration we are able to assist in include:

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

Estate Planning Factsheets

  Trust deed deadlineAvoid NSW foreign duty and land tax surcharge - amend your discretionary trust deed before 31 December 2019

  Advance Health Directives

  Enduring Powers of Attorney and Enduring Guardians

  Executor's Dossier

  Testamentary Trusts

  What happens if you die without a Will in NSW 


Collins Hume
is a CPA Business