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Estate Planning

WHAT WILL BE YOUR LEGACY?

Right Hands. Right Time.
Let's Talk

WHAT WILL BE YOUR LEGACY?

Right Hands. Right Time.
Let's Talk
Estate Planning

WHAT WILL BE YOUR LEGACY?

Right Hands. Right Time.
Let's Talk

DON'T LEAVE A MESS

Without an estate plan, your assets may be distributed according to state laws, which might not align with your wishes, leaving loved ones financially and emotionally vulnerable. Additionally, the lack of planning can lead to costly legal disputes, delays in asset distribution, and unnecessary tax burdens for your heirs.
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RIGHT HANDS RIGHT TIME

An estate plan allows you to steward your God-given resources wisely, ensuring your family is provided for and your values are honored even after you’re gone. It also offers a way to leave a legacy of faith by supporting ministries or causes that reflect your commitment to serving God’s kingdom.

Plans fail for lack of counsel, but with many advisers they succeed. – Proverbs 15:22

HOW IT Works

01

Understand Your Situation

02

Build the Estate Plan with an Adviser

03

Prepare the Documents

04

Meet with a Lawyer to Finalise

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At Wealth with Purpose, we recognise the importance of estate planning as an act of faithful stewardship, ensuring that your God-given resources are used to bless your family and advance God’s kingdom.

Our estate planning service simplifies the process, helping you create a plan that ensures your assets are distributed according to your wishes while minimising legal complications and taxes. We provide personalised guidance to protect your loved ones and leave a lasting legacy that reflects your faith and commitment to God’s purposes for generations to come.
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Free eBook

Christian Guide to Estate Planning

A Christian approach to having enough, and therefore creating a purpose-driven estate planning.
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CW - eBook - Beyond the Tithe (OLD) (5)

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Untitled

Note:  This service is only available to residents of Australia.

Our financial planning service is delivered by Livingstone Wealth Management (a subsidiary of Wealth with Purpose). Livingstone WM is a corporate authorised representative of Havana Financial Services Pty Ltd (AFSL: 500435)

FAQS

At this stage our service is only in Australia.  We will be providing a referral service for other countries in due course.

The service is dependent on a range of factors, such as the documents required, whether you are single or married and how complex your situation is.  Generally, the cost ranges from $1,500 to $4,000.

The service is provided between a financial adviser at Wealth with Purpose and an external law firm.

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