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Estate Planning

Estate planning is a crucial part of managing your finances, but it's often overlooked. We understand that it can be tough to think about end-of-life issues, but planning ahead is crucial to protect your loved ones and ensure that your wishes are carried out.

Don't wait until it's too late to start planning your estate

An estate plan ensures that your assets are distributed according to your wishes and reduces disputes among family members. Our team of experienced advisors will walk you through the process of setting up a Simple Will, taking into account your unique circumstances and goals.

An important part of estate planning is appointing an Enduring Power of Attorney (EPoA). This legal document allows you to appoint someone you trust to make decisions on your behalf if you become unable to do so due to illness or injury. Without an EPoA in place, your family may need to go through a court process to appoint someone to make decisions for you, which can be time-consuming and costly. That’s why we’ve linked up with Sean Mason Law, who can guide you through the process of appointing an EPoA and ensure that your wishes are followed in the event that you are unable to make decisions for yourself.

Don't wait until it's too late to start planning your estate. Ask EFS today how we can help you create a Simple Will that safeguards your assets and your family's future. If you need something a bit more complicated, we’ll always refer you to our trusted solicitors at Sean Mason Law.

How Can We Help You Today

Every family and business is different, that's why we're all about customised advice that's tailored to just for you.