Estate Planning

Preparing a plan to
protect your wealth

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Estate Planning

The preparation and maintenance of an Estate Plan is an effective way of ensuring that a person's estate is passed to their chosen beneficiaries with certainty and in the most financially efficient and tax effective way.

How we can help

The preparation of an Estate Plan involves preparing a plan while you are alive and well, to protect your wealth and to facilitate passing that wealth on to family members or others in the way and at the time that you want.

People often put off Estate Planning because it appears to be too hard, they don't know where to start or what they need to do.

At Pitcher Partners, we make the whole Estate Planning process simpler and more accessible. We listen carefully to you, clarify the options available and work with you step by step to build an Estate Plan that is your plan, addressing your circumstances and your needs.

Pitcher Partners work from a solid understanding of your business, financial and personal affairs to provide you with peace of mind and give clarity to your beneficiaries.

Contact our experts

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Rob Southwell


Managing Partner and Partner – Private Clients Group

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John Brazzale


Partner and National Chairman

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Managing Partner

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Tom Verco


Managing Principal - Private Clients

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Ross Walker


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