Wills, Estates and Trusts

Mortgage House has an established alliance with Perpetual Private Clients, who work with our organisation to offer you a range of quality estate planning services, including preparing and arranging wills, powers of attorney, estate administration and trusts.

Estate planning is more than just having a will in place. Careful estate planning ensures the wealth that you have created over your lifetime is distributed smoothly, tax effectively and most importantly, according to your wishes. Making early preparations can make an already difficult time, more manageable for your loved ones.

We can help you with:

Preparing a will and an estate plan (including establishing any trusts)
Estate administration and executorial duties - to help ensure your will is executed according to your wishes and to relieve your family of the responsibility
Enduring powers of attorney and living wills - appointing someone to make financial decisions on your behalf in the case of unexpected illness or accident
Leaving a charitable legacy

To find out more on how you can benefit from a will or estate planning, please submit your details and we will contact you.

Where to go from here

Perpetual Private Clients advice and services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643. This information has been prepared by PTCo. It contains general information and is not intended to provide you with advice or take into account your objectives, financial situation or needs.