Estate Planning

Estate planning is one of the necessities in life. It allows peace of mind knowing that your hard earned assets will be dealt with in the manner you choose.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

All estate plans require carefully prepared and structured documentation to ensure your needs are met.

Here at SGCA Accounting Ltd, we are experienced in estate planning, and can guarantee that your succession plan for your assets will be held to.

We are very committed with estate planning for one's wellbeing and for the future benefit as desired.

To give you an idea, the following is some of the administration involved depending on each situation -

  • Discussing objectives for your estate
  • Asset Confirmation, ie. valuations, inventories, appraisals
  • Court approval for a grant of administration
  • Estate documentation involved
  • Protection of assets
  • Paying taxes, debts, etc
  • Estate distribution
  • General administration

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8 Teasdale Street, PO Box 173, Te Awamutu, New Zealand.
P: 07 871 3430
F: 07 871 3432
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