Estate Planning

Estate Planning Management | Blackwell Financial Services WA

If you desire to leave behind a meaningful legacy, whether for your loved ones or a charitable institution, a meticulously crafted estate plan is indispensable. Without such a plan in place, the destiny of your estate may fall into the hands of the government, lawyers, or individuals who may not have your best interests at heart.

Having a well-established estate plan is paramount to ensuring that your estate is handled according to your precise wishes. Collaborating with your estate planning attorney, we offer assistance in drafting documents and reviewing your situation to ensure that your estate benefits the people and charities that matter the most to you.

What We Can Do For You

  • Will education: We guide you in understanding how to structure your will, enabling your legal team to create a document that aligns with your intentions for the disposal and distribution of your estate. Whether it's a simple will, testamentary will, or joint and living wills, our team helps you navigate the complexities, alleviating any stress over specifics.
  • Creating Powers of Attorney (POA): Whether managing specific assets or making healthcare decisions during illness or incapacitation, a well-crafted POA ensures that your wishes are followed. This also facilitates the smooth handling of decisions regarding your final arrangements and estate after your passing.
  • Choosing executors: Executors hold significant powers in determining how your estate is managed. We assist you in understanding the importance of selecting the right executor(s) and provide criteria for their appointment, especially when minors or guardians are involved.
  • Designating beneficiaries: Careful selection of beneficiaries is crucial to prevent your estate assets from ending up in unintended hands. A thoughtful estate plan ensures the needs of your beneficiaries are addressed.
  • Minimizing estate taxes and probate fees: Comprehensive planning can mitigate the impact of taxes, fees, and levies, preserving a significant portion of your estate for your beneficiaries.
  • Protecting your estate: Even after your passing, assets such as long-term investments and property require protection and management. In the absence of an estate plan, these assets may lack the necessary safeguarding.
  • Distribute your legacy: Our team supports you in aligning your estate plans with your will, ensuring that your assets are distributed in accordance with your final wishes.

Schedule a meeting with us to explore the many benefits an estate plan can offer for you and your legacy.

Let's Get Started

Our firm does not provide legal advice or services. Please consult your legal advisor or an estate planning attorney regarding your specific situation.