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
Choosing an Executor
Power of Attorney
Account Management
Estate Planning Fees
Approved Services
Client Comments
“Friendly and caring staff in all areas, and very accessible language used too—it was a very easy process.”