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 .
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
Perhaps the single most important decision in estate planning is choosing an executor. This decision will impact your beneficiaries for years to come. Your considered choice of executor ensures the individual:
- is empowered to take actions in the best interest of your beneficiaries
- communicates regularly
- handles assets and resources appropriately
- is willing to serve, and likely to outlive you
Many people choose to name Amity Trust to serve as their executor or agent.
Sometimes it becomes necessary to have someone else handle your financial, property or personal affairs. Power of Attorney is a legal document that authorizes someone else to act on your behalf. This document:
- appoints the people who will manage your personal and financial decisions.
- can take effect immediately upon signing, or only go into effect on some future date or occurrence.
- excludes medical decisions which may be handled in an Advanced Health Care Directive, which is also known as a Living Will.
Managing your financial affairs may someday become difficult or impossible as you age. If appointing a family member or a friend is not an option, consider appointing Amity Trust to manage your financial affairs for you. Amity can look after:
- routine bill payment
- deposit account management
- investment management
- income tax returns
- property management
Contact Amity Trust to speak with someone about the peace of mind that comes with knowing you’ve got a solution in place.
Amity Trust exists to help families find financial peace. We believe our competitive fees and rates will contribute to your family’s well-being.
For new clients:
For existing clients, who need to update their Wills we charge $300/hour. Many updates just take a fraction of an hour, and it is that fraction that you would then be charged for.
“Friendly and caring staff in all areas, and very accessible language used too—it was a very easy process.”