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Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose can provide 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 is required to perform a number of duties. At Flavell & Chamberlain Ltd we are experienced in estate planning and can guarantee no deviation from 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
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

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What we offer

We provide a wide range of services suitable for small to medium sized businesses. Our existing clients include businesses in contracting, building, investment, retail, service, rental, trades, farming, forestry, commercial, transportation and hospitality industry sectors etc.

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Client Questionnaires

Our latest Client Terms of Engagement and Balance Date Questionnaires are available to download.


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