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Second Quarter
May 2021
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WILLS
Having a Will is arguably the most important legacy you can leave for your family! Talk to BEXs about securing your legacy.
Customised Fiduciary Solutions
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CORE VALUES
Just having Values is not the same as living your values... Service excellence is a core component of our business model.
Customised Fiduciary Solutions
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ESTATE PLANNING
Estate Planning is all about disposing your assets as economically and cost effectively as possible, without incurring unnecessary taxes.
You don’t need to be wealthy to have an Estate Plan!Customised Fiduciary Solutions
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ESTATE ADMINISTRATION
Estate Administration… Our Core service, we pride ourselves on client centricity and attention to detail. We act as nominated executor or as agent for the executor!
Customised Fiduciary Solutions
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PRICING
We will never dictate the price you pay for our services… we live by the ethos of “mutually agreed pricing”
Customised Fiduciary Solutions
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ESTATE PRESERVATION
Deceased estate administration expenses can cost up to 5% of the gross asset value. The Estate Preservation Plan can provide for a good portion of these costs and pay an additional monthly sum to your nominated beneficiary for 12 months from date of death!
Customised Fiduciary Solutions
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LIQUIDITY
Don’t let the lack of liquidity in your estate create heartache for your family!
Customised Fiduciary Solutions
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CONFLICT OF INTEREST
A BEXs Trust legality audit will help ensure that your Trust doesn’t fall foul of Trust Law!
Customised Fiduciary Solutions
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DISPUTE RESOLUTION
Are you having a dispute with the executor/trustee in an Estate or Trust in which you are a stakeholder?
Talk to BEXs about its Fiduciary Dispute Resolution service.Customised Fiduciary Solutions
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TRUST ADMINISTRATION
Nominating a skilled trustee, is the single most important step in your decision to form a trust, and to ensure that the Trust is managed according to current legislation and best practices and with the necessary independence that will ensure you are at arm's length from the day to day trust operations
Customised Fiduciary Solutions