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Estate Planning

 Estate planning is the process of determining how your assets will be preserved, managed and distributed after death or in the event they become incapacitated. It's natural to not want to think about death or incapacity, but it is far better to consider these issues in advance, whilst you still have your full mental capacity to ensure your wishes are respected and followed, with your family protected. Oakmont Financial Group provides an Estate Planning service, helping you to navigate and understand what can be an overwhelming and complex process, with assistance from our legal and accounting partners.


Assisting with an Estate Plan requires taking the time to understand your situation, your goals and what is truly important to you. It's not about inheritance, it's about legacy. Protecting what you have spent your life creating by ensuring there is a structure in place to carry out your wishes efficiently and effectively.

We partner with several law firms and accounting practices to facilitate this process, including the setting up of Wills, Testamentary Trusts, Powers and Enduring Powers of Attorney, Enduring Powers of Guardianship, Health Directives and Asset Protection.


Sadly, passing away is an eventuality that nobody can avoid. To ensure a smooth process for your loved ones once you are gone, it is important to think and plan ahead of time of what you want to happen.

Who are your beneficiaries?

What do you intend for them to inherit?

Are there adequate protection mechanisms in place?

Are there unnecessary tax implications?

Could you benefit from estate simplification?


As a business owner, this process becomes more complex.


Would the business continue?

Do you want it to?

Will the business be sold?

Who would buy it?

How will the assets be distributed?

What are the tax implications?


By partnering with Oakmont, we will cover all these details and more - cutting through the jargon and complexity to facilitate an Estate Plan that will protect your legacy, the way you want it to be protected. 

Happy Family
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