Fiduciary Services: Wills & Trusts

Planning for the future is about more than finances. It is about making sure you protect your family, assets and legacy. No matter what life brings. A carefully structured estate plan ensures your wishes are honoured and your loved ones are supported.

We understand that estate planning can feel complicated or overwhelming. Whether you need a simple Will or a more complex trust structure, we are here to guide you through the process with clarity, professionalism and care.

In partnership with Efficient Board of Executors, a division of the Efficient Group, we provide access to specialist expertise in trust and executorship services. This allows us to create estate solutions tailored to your unique circumstances and evolving needs, ensuring your estate is managed effectively both during your lifetime and beyond.

Life stages and estate planning

Your estate needs change as your life evolves. We can help you put the right structures in place for each stage:

Young families

Make sure your children are provided for and that your estate is protected in the event of unforeseen circumstances.

Business owners

Safeguard your business continuity and provide clear instructions for succession.

Blended families

Ensure that the needs of all family members are considered and your estate is divided according to your wishes.

Retirement planning

Organise your assets and trusts so that your retirement lifestyle and legacy are preserved.

Our offering

Estate and succession planning
Will consultation and drafting
Inter vivos and testamentary trust consultation and drafting
Deceased and insolvent estate administration and liquidation
Independent secretarial services
Independent consultation services
Independent trust services

Why choose us

One point of access for all your fiduciary needs
Specialist staff providing professional, appropriate advice
Backing of an established national brand and infrastructure
Flexible fee structures for administration of Wills, trusts, and estates

Securing your legacy

Fiduciary services are about more than compliance and paperwork. It’s about protecting the people and plans that matter most. Let us help you build a structure that safeguards your family, your assets and your wishes for the future.