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Case Studies

Will & Estates
Case Study 1

Case Study 1

Background

Client: Parents with children

Problem solved: Using post office version of Wills

If you are a young person with limited assets, maybe some furniture, electronics and a car, you might wonder about the benefit of preparing a Will, but once you get involved with someone and children come in to the picture, what might happen to them if something happens to you suddenly becomes much more real.

 

Solution

We work with lots of young families to ensure their Wills clearly set out guardianship of their children if anything should happen to them, as well as what happens to their money and assets

At the moment, we have team members in South East Queensland or surrounds who, depending on the distance, will be happy to come out to your home and meet with you to discuss the very personal issue of preparing a Will, powers of attorney and testamentary trusts.

 

Need to chat?

Book a no obligation consultation about Wills & Estates with
Andrea Ranson on 0423 462 207.

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