What we do

Services provided

Estate Planning, Estate Tax Planning, Estate Management, Complex Estate Planning.

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Situations and Issues

Common examples

All clients have issues so we generally ask them what it is that has brought them to us.  

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Downloads and Resources

Forms and documents for downloading
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The best strategies for your estate or inheritance

Welcome to Estate and Inheritance Strategies (EIS)
Estate and Inheritance Strategies is a highly specialised personal and business Estate Planning business servicing predominantly Newcastle and the Hunter Valley.

Estate planning is a highly niche practise, in that Lawyers don't learn it as a core component of their degree, and accountants aren't in a position to set up the legal structures. That's where we come in. Estate and Inheritance Strategies is a specialised estate planning business which fills the gap between the accountant and the lawyer, and provides the best possible advice for your situation. 

Estate and Inheritance Strategies liaise with your accountant to produce an estate planning strategy, and works with a team of specialist lawyers who prepare the documents required.

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News Announcements

University Estate Planning Qualification Obtained
Robert has successfully completed the Estate Plann..

Roles, responsibilities and duties of trustees
The roles, responsibilities and duties of trust..

Discretionary Testamentary Trusts
The deceased’s last will and testament c..

Online Enquiry Up Coming Seminars