Business succession planning decides who takes over your company, family trust or self-managed super fund if you die or lose capacity. Your Will cannot do it, because you control those structures rather than owning what they hold. We start with a diagnostic of each entity to work out what you need.
What happens to your business when you’re no longer running it? Whether you’re preparing for retirement, planning for unexpected events, or ensuring a smooth handover, a solid business succession plan safeguards your legacy.
Without one, your business could face legal disputes, tax burdens, or even financial instability. Let’s ensure your hard work carries on.
If you have a business, company, family trust or SMSF, it is essential that you put in place proper succession planning for that entity when you die. Your Will may not be enough.
Book a consultation today to safeguard your business for generations to come.
At Perth Wills Centre, we help business owners:
Create a clear succession strategy.
Minimise tax implications while protecting your family and preserving your legacy.
Protect your business from legal and financial risks.
our services
Business succession services and prices
Testamentary trust Will
From $3,000 single / $4,000 partners
Considering a testamentary trust? Let’s talk strategy.
Start with an estate planning conference with one of our experienced lawyers. We’ll walk you through how a testamentary trust could benefit your family, and provide a tailored, fixed-price quote for your estate plan.
Recommended
Estate planning conference
$440
We’ll sit down with you to understand your circumstances, your goals, and your wishes, then map out an estate planning strategy built around them.
Following the consultation, we’ll provide a fixed-fee quote for preparing your Will, any testamentary trusts, and other documents required to bring your plan to life.
Business succession diagnostic advice
From $2200
We’ll work with you to develop a tailored estate planning strategy that helps manage the assets you own or control — with a focus on tax efficiency, asset protection, and preserving your legacy for the next generation.
Start with an estate planning conference with one of our experienced lawyers — and take the first step toward peace of mind.