Other State Trustees Victoria services
State Trustees Victoria offers a broad range of professional trustee services designed to support you at every stage of life.
As a State Trustees Victoria client, you’ll benefit from a variety of specialist services. In fact, you might be surprised to hear that we offer much more than will preparation, Powers of Attorney services, and setting up trusts.
Whether your needs are complex or straightforward, our in-house experts ensure your financial and legal affairs are in good order. Discover our additional professional trustee services below.
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Additional professional trustee services
Taxation services for estates and individuals
Our taxation specialists work to ensure that your affairs and entitlements are accurate, compliant and up to date. We are also recognised as Victoria’s leading experts in deceased estate taxation, supporting individuals, law firms and general taxation practitioners across the state.
Legal services for executor support
Our legal team provides clear and comprehensive advice across a range of specialised services. When State Trustees manages your executor services, we can act on your behalf in legal matters such as elder abuse claims and estate disputes.
Genealogy probate services for finding missing assets
Our probate genealogy service uncovers hidden assets, inheritance, and legal ties in your family history, which can be crucial for estate administration and financial security.
Financial planning services for managing your money and future
Our financial planning service provides tailored recommendations designed to support your financial well-being. We focus on helping you make informed decisions, manage your money with confidence and plan for a secure future.
Insurance services
Our insurance experts handle your insurance policies and the claims process, helping you access benefits at important life moments.
Pension advice services to access all your entitlements
Our experts work closely with Centrelink to make sure you get all the benefits you deserve, managing everything from start to finish, ensuring you receive your claims and entitlements.
Property services management to help you buy, sell and maintain
Investing our clients’ money
Why choose other services offered by State Trustees?
Victorians choose State Trustees because they want the confidence that comes from working with a trusted, government-backed organisation that puts their interests first. Our specialists bring deep expertise across a wide range of services that are otherwise difficult to find in one place. Built into every service is integrity, accountability and decades of experience supporting Victorians. No matter your circumstances, we are here to help you safeguard your assets, meet your responsibilities and make informed decisions with confidence.
FAQs about other services offered by State Trustees Victoria
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Other Services
Many Victorians choose State Trustees Victoria because we offer trusted, independent services backed by the Victorian Government. This means we operate with a clear focus on protecting your interests and delivering reliable, accountable support. Our team provides specialist expertise across wills, estates, financial administration, taxation, trusts and legal matters, services that many private providers do not offer in one place.
Using State Trustees also gives you confidence that your affairs are managed with integrity and transparency. We follow strict governance, compliance and consumer protection standards, and do not benefit from commissions or kickbacks. Whether your needs are simple or complex, you can rely on our experience, professionalism and long history of helping Victorians make informed financial and legal decisions.
Please visit our State Trustees fees and charges or contact us for a tailored quote.
State Trustees Victoria’s additional services are for all Victorians. Whether you need trusted, professional support to manage your legal, financial or estate matters, we’re here for you. Our services are particularly well-suited to anyone who prefers the confidence of working with a specialist team that follows strict governance, compliance and consumer protection standards.
You may benefit from State Trustees’ additional services if you need expert support to manage legal, financial or estate responsibilities that feel complex, time-consuming or unfamiliar. If you are unsure where to start, a conversation with our team can help you understand your options. We can assess your situation, explain your responsibilities and recommend the services that best support your needs. Call us on 1300 138 672 to find out more.
Original artwork ‘Four Sisters Coming Together’ by Melissa Bell 2023