Estate planning encompasses:

Consideration of an estate plan depends upon whether:

Estate planning advice will help you to decide whether you require the preparation of a more complex will incorporating testamentary discretionary trusts, amendments to your family trust deed or self managed superannuation fund and a formal estate planning strategy document.

Telephone icon
Call ANZ Trustees on 1800 011 047 to find out more about estate planning

ANZ Trustees Limited (ABN 33 006 132 332) is a wholly owned subsidiary of Australia and New Zealand Banking Group Limited (ABN 11 005 357 522). The information contained in this Summary is intended as an overview only. It should not be relied upon as a substitute for detailed professional advice.