How to Estate Plan?

We often get asked how the Estate Planning process works? At AR Legal, we simplify estate planning into easy steps and plain English speak. This blog helps you understand our process.

Step One: Assemble.

We gather all your information and work out what you have, how it is legally owned, your wishes for gifting plus your wishes for caring and protecting your dependents. We also identify what other information is needed.

Step Two: Enhance.

We identify and fortify weaknesses in the structures holding your assets. Things like reviewing your superannuation and life insurance and ensuring this is protective, tax effective and follows your wishes. Checking trust deeds and companies and strengthening them if needed, so that your assets are shielded.

Step Three: Create!

This is where we create the documents needed to protect your family and wealth into the future.

Simple!!

Book a Free 15-Min Consultation with AR Legal and start protecting yours and your families assets.