Protecting your legacy. Providing peace of mind.
Estate planning is more than just drafting a Will—it’s about making informed decisions that protect your loved ones, preserve your wealth, and honour your wishes.
At Opus Wealth, we help you to ensure your estate is structured to support your values, your goals, and those of your descendants.
What we do
Estate planning matters
We work with individuals, couples and families to develop estate plans that reflect their unique circumstances. Our approach includes:
- Wills & Testamentary Trusts: Ensuring your Will is current, valid, and structured to protect beneficiaries and reduce tax.
- Powers of Attorney & Guardianship: Appointing trusted individuals to make financial and medical decisions if you’re unable.
- Superannuation Death Benefit Nominations: Ensuring your super is distributed tax-effectively and in line with your wishes.
- Asset Protection & Equalisation: Structuring your estate to reduce the risk of disputes and ensure fairness across beneficiaries.
- Charitable Giving & Legacy Planning: Supporting causes you care about through structured giving strategies.
How it helps you
It's not Just a Will
Without a clear estate plan, your assets may not be distributed as you intend. In Australia, over 50% of adults don’t have a valid Will, and even fewer have appointed an Enduring Power of Attorney. This can lead to significant delays, legal costs, and unintended outcomes for your loved ones.
Our advice helps you:
- Ensure your assets are distributed according to your wishes
- Minimise tax and administrative burdens on your estate
- Protect vulnerable beneficiaries
- Appoint trusted decision-makers for financial and medical matters
- Integrate your estate plan with your broader financial strategy
Our clients appreciate our hands-on support, including:
- Facilitated family discussions to reduce conflict and clarify intentions
- Coordination with estate planning lawyers and document providers
- Alignment of your broader financial plan with your estate plan
- Ongoing reviews to ensure your plan evolves with your life
Wherever you are, we're with you
We guide you through the estate planning process from start to finish—collaborating with legal professionals where needed and ensuring your plan remains aligned with your evolving goals.
Why Opus Wealth?
We don’t just manage money—we help you write the next chapter of your life story. With a clear plan and a trusted adviser by your side, you can move forward with purpose and peace of mind.
