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