Estate Planning

An estate plan is essential to ensure the orderly transfer of your assets.

Estate planning involves many decisions which often include:

  • Reviewing assets & liabilities
  • Considering the needs of any dependents
  • Considering the tax implications of your death
  • Deciding how to divide your estate
  • Choosing an executor & trustee
  • Granting Power of Attorney

Navigating the details of estate planning can feel overwhelming, but we’d love to guide you through this process.

Amity Trust provides client-focused solutions with a blend of professionalism and compassion. With our servant-hearted perspective we bring the broad knowledge base you expect of qualified professionals .

These tailored solutions address present and future needs in a robust manner.
Importance of Having a Will

A Will allows you to direct your assets after you’re gone. It is always advisable to have one in place. A Will allows you to:

  • Name your executor
  • Appoint a guardian
  • Name beneficiaries, including charitable distributions

Client Comments

Friendly and caring staff in all areas, and very accessible language used too—it was a very easy process.”

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