Protect your legacy with strategic estate planning advice
Plan your estate and succession with accountants who pride themselves on building enduring, rewarding relationships. Kelly+Partners offers strategic estate planning services designed to help protect your assets and safeguard your legacy for future generations.
While many people look to a lawyer to assist with their estate planning needs, protecting your legacy goes much further than a will and expressing your wishes. By strategically opting to bring your accountant into the estate planning process, you’ll ensure the structure of your estate and finances are optimised.
Estate Planning Services
Our estate planning services team knows there is a broad range of complex business, family, legal, investment and tax situations that can make up your estate.
But the common thread for all of us is we want to ensure when we pass that we’ve accumulated and managed assets well so they can be passed on in the most financially efficient and tax effective way. Our versatile, industry-leading estate planning services experts can help you with:
- Assessment and Ongoing Performance Reviews of Investment Managers
- Administrative Functions, such as Bookkeeping, Bill Paying and Mail Management
- Comprehensive Financial Oversight of all Illiquid Financial Assets
- Comprehensive Monthly Reporting of all Family/Estate Activity
- Critical Document Management
- Daily Management of all Liquid Financial Assets
- Facilitation of Estate Planning and Management
- Family Governance Structures, Education and Intergenerational Planning
- Philanthropy Advisory
