Health and Aged Care
Helping you to support your clients with their finances
State Trustees can help you support your clients with their finances by offering a comprehensive range of financial and legal services including Estate Administration, Wills and Enduring Powers of Attorney.
We can help you understand some of the important financial and other decisions your clients and their families may have to make.
Helping protect your clients’ assets while they are alive
State Trustees can help ensure your clients’ assets are protected and distributed according to their wishes with a legally sound Will. We can help your client by keeping their Will up-to-date, which is the best way to help ensure their assets are protected and their wishes carried out.
State Trustees can also assist with the role of the Executor and what is involved with this onerous task.
Letting your clients spend time on the things that count
State Trustees can help give your clients the peace of mind that their affairs will be managed by experienced people, who have the skills, knowledge and time to act in their best interests. As your clients’ Attorney (financial), State Trustees offers a comprehensive service designed to make your client’s life secure, simple and give them peace of mind. We can:
- Collect your client’s income
- Pay your client’s bills and accounts
- Manage your client’s property
- Offer tax and financial planning advice
- Assist with obtaining legal assistance
What happens after your client passes away?
In the event a client passes away, State Trustees can help finalise their affairs and administer their estate. We can also support their family during this difficult time. We can:
- Relieve the burden of estate administration from your client’s Executor
- Help your client’s family with the funeral arrangements
- Arrange to collect your client’s belongings and personal effects promptly
- Provide the family with assistance in situations where a Will cannot be located
- Locate next-of-kin through Australia’s largest probate genealogy team
For more information on how we can work together and help your clients
