Resources and Downloads

Here you will find useful downloads, resources and forms. 

Estate Planning Questionnaire Estate Planning Questionnaire(100 KB)
 Downloadable questionnaire for new clients to complete 

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..

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