Estate Planning

Estate Planning

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.

The executor and trustee of a will are required to perform a number of duties. At
L Peruch & Co we are experienced in estate planning and can work successfully alongside your legal advisors.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets - Valuations, inventories, and appraisals
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution
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