Estate Plan

At Wealth Fundamentals, planning your estate is a work in progress that is intrinsically linked with the legacy you wish to leave those you love upon your passing. 

We co-ordinate, with your other professionals, the delicate discussions necessary for articulating wishes that determine how a lifetime of earning and the accumulation of assets and artefacts are distributed amongst your intended beneficiaries. 

Your estate planning is integrated at every stage of your life.  For young adults embarking on a career or family, your estate plan may focus on the careful distribution of insurance monies in the event of unexpected death, whereas later on your financial position may include complexities that require specific structures including testamentary trusts to preserve your wealth and protect it from challenges to your estate or to accommodate family members, minors or those who are disabled and incapable of managing their own financial affairs. 

Our goal is to assist you to create a seamless estate plan, that come the time of your passing, will disperse your wealth and belongings according to your wishes and create the legacy of your own making.