My Inheritanceâ„¢
Planning for your future
Receiving an inheritance may have significantly changed your financial situation, and now you have the opportunity to help ensure you and your family’s futures are secured. It may also be a timely reminder to make sure your own loved ones are taken care of in your own Will.
With this in mind, State Trustees has developed My Inheritance which is specifically designed to help protect the assets you are about to inherit.
What is My Inheritance™?
My Inheritance is designed to help beneficiaries make the most of their opportunities. There are three different plans available through My Inheritance which consists of Will, Enduring Power of Attorney, Financial Planning and Tax Services. At State Trustees we understand that every client is different and therefore offer a plan tailored to suit your unique needs.
Why should I choose My Inheritance™?
By choosing My Inheritance, State Trustees can help you make the most of your inheritance and provide you with the opportunity to access the expertise and experience of a range of professionals from a single organisation with your interests at heart.
For more information, to book an appointment or to talk about your specific needs
