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Estate Planning

Estate planning is one of the necessities of business life. Knowing your business and hard-earned assets will be dealt with by your estate in the manner you choose, provides peace of mind. We can guide you through this process and work with your lawyer to prepare the best strategy.

The areas in estate administration that we are able to assist with include:

  • Meeting to discuss objectives for your estate
  • Liaising with your Lawyer and Financial Planner as required
  • Estate accounting and taxation

What our clients are saying

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Wardle Partners team use some of the following Software Systems:

Hubdoc

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