Estate Planning Services

Estate planning is a highly complex and specialised area — and an area many people do not give much thought. Yet it can be the area that creates the most issues upon a person’s death, making it difficult for those left behind to administer and distribute the estate.

With our deep knowledge of our clients’ financial affairs, Summerhill Financial Management is well placed to help clients to establish and/or update their estate planning requirements.

We work closely with the estate planning lawyers who are drafting the wills, powers of attorney and other Legal matters, to ensure each client’s objectives for their estate are documented.

We can also help the estate’s executors with their administering duties, as and when they need assistance.