Estate Planning

Estate Planning

At C.T. Harris & Company, we realise the importance for having a plan for what will happen to your assets if you are no longer able to manage them. We can guide you through the process of developing your estate plan by:

  • Meeting to discuss objectives for your estate
  • Confirming assets (i.e., reviewing all assets and identifying which entity owns the assets)
  • Identifying if any assets are to be sold or transferred
  • Liasing with your solicitor to get relevant documents prepared
  • Completing and updating documents when required

Having these affairs in order gives clients peace of mind as they know that their wishes will be fulfilled.

We look forward to working with you. For more information or to arrange an appointment, visit our contact page.

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