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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.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At EFS Accounting we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas of estate administration we can assist with include:

  • Meeting to discuss objectives for your estate 
  • Confirming assets - Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution
  • Administration Act

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What We Do

We provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and establish a one-on-one relationship with each of our clients.

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Who we are

At EFS Accounting Ltd we are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements.

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Tool Box

View our handy online tools and resources. Including Key Dates, Tax Facts and Online Calculators.

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Meet The Team

Chris Sole
F.C.A – Director
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Sally Furssedonn
C.A. – Director
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Lorraine Offord
A.C.A - Operations Manager
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Glenys Schreiber
C.A.
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Justin Conaglen
C.A.
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Karen Peters
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Andrea Bell
A.T
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Judy Ross
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Kurt Sole
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Jessica Tonks
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Sade Gillespie
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Kaye Dowling
(The Boss)
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