For those clients who just want
compliance taken care of
From $185 + GST per month

For those clients who want to
build financial awareness
From  $295 + GST per month

For those clients serious about
growing their business
From $525 + GST per month

From $55 + GST per month**
*Additional properties $15+gst per month extra
*Company /Tax Structures From $65+ GST per month

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At Walthall Ward we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas of estate administration we can assist with include:

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

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