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Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At JSA Accounting we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets - Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

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What We Do

JSA Accounting is a CPA accounting firm. We take great pride in providing a comprehensive taxation, accounting and financial planning service.

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Who We Are

At JSA Accounting we are committed to forming close partnerships with our clients, enabling us to understand your unique situation.

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Client Tools

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Meet The Team

Jill Hoadley
Director – Tax and Business Services
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Jessica Ni
Director
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Robert Julian
Financial Planning & Superannuation
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Amy Hou
Accountant
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Ian Brock
Accountant
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Kristy Oldham
Bookkeeper
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