Australian Baby Boomers and their Gen X heirs are underprepared for the largest intergenerational wealth transfer in history — $3.5 trillion over the next 20 years.
Proper estate planning preserves your legacy from being held up in probate and eroded by avoidable taxes and unnecessary legal fees. It also ensures your last wishes are met with the minimum friction and emotional burden for your heirs.
However, many Baby Boomers are leaving things to chance because estate planning can be expensive, especially when it has to take into account complicated financial arrangements, business structures, divorces, de facto relationships, blended families and any of an incalculable number of unusual or complex circumstances. Aditi makes it possible to get professional Estate Plans done affordably.
Aditi brings together technology and expertise in wealth protection and estate planning to enable professional advisors to provide estate planning services affordably to their clients.
Accountants and financial planners who subscribe to Aditi’s wealth system can offer their clients access to an automated tool that handles information gathering and task management for estate and succession planning. The platform scores and analyses the clients’ answers, directing accountants and financial planners through next steps.
The wealth system is supported behind the scenes by Aditi’s estate planning specialists, who are there to guide professional advisors in even the most complex circumstances to create a comprehensive estate plan comprising a revocable living trust, a will, a durable power of attorney for financial affairs and medical decisions, and a living will for end-of-life decisions.
Aditi produces these in formats that make it easy for a lawyer — a legal requirement — to provide the final advice.
Clients receive expert advice on estate planning easily and affordably; professional advisors have access to an additional source of revenue providing a much-needed service.
Company Details
- Employees
- 8
- Founded
- -
- Address
- Sydney, New South Wales 2000, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://aditiwills.au
- Keywords
- Estate Planning.
- HQ
- SYDNEY, New South Wales
Aditi Wills & Estate Planning Questions
Aditi Wills & Estate Planning's website is https://aditiwills.au
Aditi Wills & Estate Planning's LinkedIn profile is https://au.linkedin.com/company/aditiwills
Aditi Wills & Estate Planning has
8 employees.
View email and phone details for 8
employees at Aditi Wills & Estate Planning.
Aditi Wills & Estate Planning's industry is
Financial Services
Aditi Wills & Estate Planning's top competitors are
Mitch Levin & Associates,
Trusted Billiards Houston,
Stuart & Blackwell,
Next Gen Investment Services,
Rjp Estate Planning,
The Fortune Fund,
Wealth Protection Management,
Advisor Growth™,
Gai Capital Ltd,
Network Collective.
Aditi Wills & Estate Planning's categories are Financial Services
Aditi Wills & Estate Planning's founding year is 2018
