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Estate Planning

Zezoluntu Wealth is an estate planning practice. We provide a comprehensive, one-stop solution for managing your estate plan. Our team of specialized experts collaborates to align every aspect of your estate plan, no matter how sophisticated.
 
Our philosophy centres on protecting the legacies of our clients and their families.
 
Our approach allows you to take a long-term view of your legacy, whilst simultaneously meeting your short-term lifestyle needs. As your partner, our aim is to accompany you through each stage of your life, giving purpose to your wealth and ensuring you can leave a lasting legacy.
 
This is our full suite of services:

Formation & Administration of Trusts

Whether it’s setting one up or helping manage and administer it, we can assist with the complexities of them.

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Drafting & Safekeeping of Wills

Protect your assets and your loved ones with a Will. You can divide your assets, choose a guardian for your children, and choose an.

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Administration of Deceased Estates

A deceased estate comes into existence when a person dies. The winding-up process can be lengthy, cumbersome, and bureaucratic.

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Creation of Power of Attorney

Appoint someone to make your important financial, real estate, health, and business decisions if you are unable to act for yourself.

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Personal Finance Education

Let us help you manage your money and set financial goals in areas like budgeting, retirement planning, and investments, etc.

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Advisory & Consultancy

We offer estate planning advisory and consultancy services.

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Our Purpose

Our purpose is to help clients build and preserve their legacies through our comprehensive and seamless services and solutions. We strive to build deep and intelligent relationships with our clients, understanding what matters most to them and what their dreams and ambitions are for themselves, their families and their business(es) so that we can craft an estate plan to suit their lifestyle and their legacy.

We want to understand you – your unique circumstances, values, goals and the ambitions that you have set for yourself, your family and your business(es), as well as how hands-on you want to be when it comes to managing and building your legacy.

We will help you:

Reduce stress and anxiety
Gain clarity and confidence
Live a balanced life

We will do this by:

Listening to you

We learn about your background, your goals, and the type of lifestyle you lead so that we are able to personalize our solutions to suit you life and your needs.

Creating an appropriate plan

After gathering all the data and information from you, such as budgets, incomes, expenses, assets, liabilities, and more, we develop a suitable estate plan.

Guiding you

We will remain available to you whenever you are in need of further advice, or need to make changes, or need to have a review done on your estate plan.

Contact us

Please complete the form below and we will get in touch with you as soon as possible.

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