Stubberfield Group

Accounting & Taxation Specialists, Providing Taylored Lending & Financial Advice for Over 20 Years

Echuca 03 5482 1994 - Rochester 03 5484 1108

Estate Planning

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 are required to perform a number of duties. At Stubberfield Group we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets. The areas in estate administration that 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
What Stubberfield Group Offers

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