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Lifestyle Financial Planning

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  • Estate Management

    Estate planning is more than just making a plan to distribute certain assets to certain people. A complete estate plan will allow you to retain control of your assets and to determine who will make decisions on your behalf should you become unable to in the future.

    The most essential activity is to talk to a legal professional/lawyer and/or your solicitor, who can help out with all parts of estate planning. 

    Ellerfield Financial Planning can refer you to a qualified legal professional to address this complex issue.

    If you would like to discuss this service further please contact us or call your local Ellerfield office

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