How We Can Help You
We are your trusted advisor.
We provide expert guidance to executors throughout the estate administration process while ensuring they retain full control. We maintain your historical financial and taxation data. Our network of specialists assists with probate, family law and other estate matters, or we can collaborate with your existing legal counsel.
We act as an impartial mediator to reduce tensions between executors and beneficiaries, ensuring a smoother and less stressful process.
We help Executors minimise their risk of estate liability claims from the Australian Taxation Office.
Our services include:
- Comprehensive estate administration.
- Mail redirection.
- Notification of key organisations.
- Self-managed super fund control and payment of death benefits.
- Settlement of estate debts and liabilities.
- Beneficiary identification & contact.
- Identifying, valuing and documenting the deceased’s assets and liabilities.
- Assisting legal representatives with Probate applications.
- Receiving and holding estate funds in our trust account.
- Assisting with business transition and succession planning.
- Preparing capital gains advice and tax estimates for trust estate scenarios.
- Preparing and lodging final date of death and trust estate tax returns.
- Preparing financial statements and tax returns for testamentary trusts.
Learn more about Executor Assist
For further information about LM Executor Assist, please contact our estate specialist Andrew Heffernan or your LM director at this office. You can call us on 08 8361 0200. Alternatively, you can fill out our contact form below.