Estate Planning Essentials Series

Welcome to the Estate Planning Essentials series – four video modules providing an overview of the estate planning process and detailing the key items everyone should consider when getting your personal affairs in order. Enjoy the modules individually, or watch consecutively to gain a complete understanding of your estate planning options.


Module 1 – Introduction to Wills & Estate Planning

Heard about ‘Estate Planning’, but not quite sure what it involves? Module 1 provides an introduction to Wills & Estate Planning and what a good Estate Plan should achieve.


Module 2 – Will checklist and Superannuation

Wills are the cornerstone of any good Estate Plan. Module 2 explores the individual items which should be included in your Will, and how Superannuation planning intersects, and must be consistently considered with, your Will.


Module 3 – Testamentary Trusts and Challenges to Wills

A large part of Estate Planning is ensuring that your beneficiaries receive their inheritance in the most tax effective and protected way, and how you might avoid claims being brought against your estate. Module 3 details how Testamentary Trusts can be used to provide a flexible mechanism for your beneficiaries to best manage and enjoy their inheritance, plus an exploration of the types of claims which are commonly brought against estate.


Module 4 – Powers Of Attorney and Summary

Estate Planning is not only about how your affairs are to be managed after you pass away, but should also consider what should happen if you become unwell or incapable. Module 4 introduces the various types of Powers of Attorney available to you and which may apply, and wraps up the series with a summary of Estate Planning.

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