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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 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 is required to perform a number of duties. At Five Peaks Accounting we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas of estate administration 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
  • Administration Act

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Xero and Reckon One

We support Xero and Reckon One and can help you from a distance when you need it, they are both cloud based which means you login over the internet similar to internet banking.

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Five peaks works with you to improve your areas of concern

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Agreed Pricing

We provide standard plans so you have certainty of pricing and if needed this can be customised.

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