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Second Quarter
March 2021
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Having a Will is arguably the most important legacy you can leave for your family! Talk to BEXs about securing your legacy.
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Just having Values is not the same as living your values... Service excellence is a core component of our business model.
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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! -
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!
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We will never dictate the price you pay for our services… we live by the ethos of “mutually agreed pricing”
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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!
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Don’t let the lack of liquidity in your estate create heartache for your family!
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A Bexs Trust legality audit will help ensure that your Trust doesn’t fall foul of Trust Law!
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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.