Estate Planning

Estate planning is one of the necessities of life. Knowing your assets will be dealt with in the manner you choose provides peace of mind.


For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.


The executor and trustee of a Will are required to perform a number of duties. At James Mathers & Co we are experienced in estate planning and will assist with the succession plan for your assets.

The areas in estate administration that we can assist with include:



  • Meeting to discuss objectives for your estate
  • Confirming assets - valuations, inventories, and appraisals
  • Assistance with documentation involved in estate planning
  • Advising on strategies to protect assets
  • Advising on paying taxes and debts
  • Estate distribution
  • Ensuring your Will is drafted to ensure that your assets are dealt with in accordance with your wishes
  • Advising on taxation minimisation
  • Establishment of testamentary trusts