Over the years we have found many of our client’s assets in more than just their name. They may have a self managed superannuation fund (some with corporate trustees), a family trust, a company they operate their business from and a unit trust they part own. All these are separate legal entities and are not automatically dealt with by your Will.

Understanding this and setting a plan for change of ownership and in some cases, management, is very important. The timing of these changes is also important and may require the use of estate planning tools such as Wills or EPA’s.

At Peritus we investigate all types of assets, reading trust deeds, company constitutions, Wills, EPA’s and other legal documents to understand what they will do if you lose mental capacity or die. Armed with this knowledge we work in consultation with you and other specialist advisers (lawyers and accountants) to record your desired outcome in each legal document.