Estate Planning

  • Taxation & Business
  • Consultants
  • Financial Planners
Estate Planning
  • Taxation & Business
  • Consultants
  • Financial Planners
Estate Planning
From KP Partners

As unpleasant as the task is, 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 KP Partners 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
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Our financial advisers always help you
KP Partners Firm Profile
Tax + Financial Advisers
At KP Partners we are committed to forming close partnerships with you by really listening so that we understand your unique situation and customise our advice according to your requirements. We explain complex tax laws into clear and simple terminology and provide reports and advice that aim to help your wealth and business prosper and grow.
Our commitment to excellence is evident in our hardworking team of qualified Accountants and enthusiastic administration personnel.. Our passion to serve our clients means you get a friendly team of professionals eager to use their experience and expertise to help you succeed!
You can contact Chriss directly via chrissk@kppartners.com.au
You can contact Victoria directly via victoriak@kppartners.com.au