Welcome to Heidi May Estate Planning
Our Services
Wills & Trusts
A will is a legal document that allows individuals to determine how their assets and property will be distributed after their death. Alternatively, a trust can also be created during a person's lifetime or after their death to manage and distribute their assets and property according to their wishes. Trusts can offer additional benefits such as avoiding probate.
Lasting Powers of Attorney
Lasting Powers of Attorney are legal documents that enable individuals to select a trusted person to make decisions on their behalf in case they become unable to make decisions for themselves due to mental incapacity or any other reasons.
There are two types of Lasting Powers of Attorney: Health and Welfare, and Property and Finance.
Probate
Lasting Powers of Attorney are legal documents that allow individuals to appoint someone they trust to make decisions on their behalf if they cannot make decisions for themselves due to mental incapacity or other reasons.
Estate Planning Specialist | Helping Secure Your Legacy
As an experienced estate planning advisor, we specialise in guiding individuals and families through the intricate process of protecting and distributing assets, ensuring their wishes are fulfilled with precision and care.
With a deep understanding of estate laws and a personalised client-centric approach, we assist in crafting comprehensive estate plans tailored to unique needs and aspirations.
Our expertise encompasses drafting, establishing trusts and powers of attorney, navigating probate procedures, and ensuring seamless transitions and peace of mind for my clients and their loved ones.
Whether you're safeguarding your family's future, minimising tax liabilities, or preserving your legacy, we are dedicated to providing strategic solutions and expert guidance at every step.