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Estate planning

With family units becoming more complex in today's society, estate planning is imperative - but exceedingly complicated.

Professional advice is essential, and Lexica can help.

We've streamlined the estate planning process of arranging the transfer of a person's assets into a comprehensive, dynamic and automated solution.

In short, our effective estate planning processes can:

• Eliminate uncertainties over the administration of probate
• Maximise estate value by reducing taxes & other expenses
• Protect estates, assets, wealth and the interests of beneficiaries / dependents
• Ensure asset protection from creditors, divorces, bankruptcy and possible litigation disputes
• Lower costs for estate administration by providing an automated review service

Testamentary Trusts

A testamentary trust is part of a will that only takes effect when the will's creator passes away. These trusts are usually set up to protect assets, in light of several reasons.

• Beneficiaries may be minors or have inhibited mental capacity
• Protects family assets from becoming split in divorce settlements
• Prevents assets entering bankruptcy proceedings or future litigation disputes
• Enables tax to be minimised in distributions of income and lump sums

Our expert team of legal professionals can implement testamentary trusts for your private clients with ease.

Yearly Reviews / Estate Admin

At Lexica, we're committed to thorough yearly reviews & estate administration processes. Ensuring these reviews are done regularly can yield many benefits.

Simple, regular and updated reviews can:

• Greatly reduces litigation risks
• Streamline an executor's role during administration
• Enable effective cost control

We'll also help you market to your client database by electronically sending out reviews on your behalf.