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.

The executor and trustee of a will are required to perform a number of duties. At Walsh Accounting 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
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution
  • Superannuation
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Your Business

We offer a wide range of services to help you set up, run and grow your business as effectively and as stress free as possible.

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You and your family

Need help getting your family finances in order? Our specialist services include Taxation, SMSF services, estate planning plus many more.

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Your community

Our team can assist your community organisation with their financial reporting and auditing needs. 

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