Estate Planning

You rarely know when your time is up, which means some careful thought needs to take place to get your estate planning set up right.

Tomorrow is not promised to any of us, and there are so many variables when it comes to getting your financial affairs in order.

Your Skylight estate planning expert can provide this assurance with a suite of detailed, binding and enforceable documents that all work together.

Skylight has a philosophy of ensuring that, in the planning of your financial affairs, in the unfortunate event of your death, that those involved with your estate, such as your super fund, life insurer, lawyer, executor/s and most of all your family, have a clear understanding of how your financial plan and your estate plan come together to properly manage your estate.

By using tools such as powers of attorney, binding death benefit nominations for your super and realisation of the assets in your estate, we can ensure your estate goes where you want it to in death.

In conjunction with your chosen estate planning provider and legal representative, we can work together to ensure your wishes are met. It is important to ensure that someone is there throughout your life to remind you of the need to update key documents such as wills, powers of attorney and binding death benefit nominations are dealt with.

Skylight can also recommend preferred professional providers for you, who you may choose to use if you don't have your own.

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