Tailor-Made Succession & Estate Planning
Creating A Line Of Succession To Secure the Future for Your Business and Loved Ones, Every Step of the Way
At Line of Succession, we specialise in crafting personalised estate and succession plans that truly match your business goals and family needs. We focus on the finer details, and simplify the process so you can have peace of mind knowing your legacy is in safe hands.
* Book an obligation-free succession planning insight session with us.
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Personalised Succession & Estate Planning for Your Journey
Whether you’re planning for your business’s next chapter or ensuring care for a family member with special needs, our services are designed just for you. We shape our estate planning to fit your goals perfectly.
Our team guides you through every step with ease, making sure your legacy is crystal clear and secure.
Succession & Estate Planning Is Complex Without The Right Help
If you’re like most of our clients you’re probably grappling with the complexities of planning for the future – be it securing your business legacy or ensuring care for a loved one with special needs. Feeling overwhelmed by the intricate details and legalities of estate and succession planning.
It’s common to feel stuck or anxious about making the right choices. You might worry about whether you’re adequately prepared to handle the legal and financial intricacies. This uncertainty can create a sense of doubt, clouding your confidence in securing your legacy.
The issue often lies in the lack of clear, accessible information and guidance. The world of estate planning is layered and complex, and without expert help, it’s easy to feel lost.
But it’s truly not something you can afford to put off. If these challenges aren’t met head-on, the future could hold legal complications, family disputes, or financial missteps, which erode your legacy before it’s passed on to your loved ones. Without a solid plan, your business might not transition smoothly, and your family, especially those with special needs, may not receive the care and support they deserve.
Our services are designed to address this gap, providing clarity and direction for you to simplify the process. The key is to act now, to ensure a stable, well-protected future for everything and everyone you value.
Succession & Estate Planning for Lasting Peace of Mind
We get it – your vision is more than just numbers and assets; it’s about leaving a lasting, positive impact and taking care of your family in every way possible. Here’s how our succession planning covers all the bases for you:
Peace of Mind for the Future
Get peace of mind, knowing that both your business and family, including members with special needs, are well-cared for and secure, no matter what the future holds.
Legal Assurance & Compliance
Ensure all estate and succession plans are legally sound and compliant, minimising the risk of future disputes or legal challenges, and providing certainty that your wishes will be honoured.
Consolidated & Organised Documentation
Create a centralised and easily accessible repository of all key documents, ensuring that in any situation, your family or business executors have quick and clear access to vital information.
Consolidated and Organised Documentation
Protect financial assets but also preserve the core values and legacy you wish to leave behind, ensuring that your ethical and familial principles continue to guide your business and family.
Adaptable Planning for Life Changes
Develop flexible plans that can adapt to life’s unexpected changes, whether in the business environment or family circumstances, including the evolving needs of family members with disabilities.
Ease For Your Spouse & Family
Simplify the estate execution process for your partner and loved ones, easing their journey during challenging times.
Why Businesses & Families Trust Us to Safeguard Their Assets & Loved Ones
Where businesses and families come to untangle the complexities of their future plans. Our expertise turns what could be ‘legacy spaghetti’ into a clear, secure future for loved ones.
Straightforward and Clear Solutions
Estate planning can seem like a tangled mess, but we’re here to make it straightforward. We’re committed to turning complicated processes into a stress-free, clear journey for you and your family.
Tailored Estate Strategies
Your estate plan should fit your life perfectly, just like a tailor-made suit. We meticulously craft each plan to align with your unique personal, family, and business needs, avoiding any ‘legacy spaghetti’.
Deep Understanding for Every Family
Every family is unique, and we get that. Our approach is deeply empathetic & judgement-free. We ensure your plan reflects your family’s specific dynamics.
Adaptable for Life’s Twists and Turns
As life changes, so should your estate plan. We’re experts at creating flexible strategies that can adapt to whatever the future holds, ensuring your legacy is safe and your family’s future secure.
Meet The Founder
Bronwyn Wandell
My career journey has been diverse and dynamic. Starting in the energetic world of hospitality, moving through the creativity of fashion, before finding my calling in the detailed world of accounting.
Over the past 20 years, I’ve become the trusted advisor for a variety of clients, from ambitious sole traders to high-wealth individuals and families with complex requirements.
A personal family experience opened my eyes to the complexities of estate planning. This challenge inspired me to simplify this often complicated process.
As a proud founding member of SAPEPAA (Succession, Asset Protection & Estate Planning Advisers Association), my goal is to demystify estate planning.
I’m passionate about developing clear, effective legacy strategies to ensure no one has to navigate a confusing mix of assets, liabilities, and plans during tough times.
I’m dedicated to helping you, whether you’re setting the course for your business’s future or ensuring care for family members with special needs.
Hear how we’ve helped other businesses & families safeguard their futures
Secure Your Family’s Tomorrow, Today
Get in touch now and take a step beyond just planning. You’re not just planning for the future; you’re ensuring that your business thrives and your family is protected, with personalised succession strategies that meet your deepest intentions.
*Book an obligation-free insight session with us to discuss your unique situation.
Real Stories of Secured Futures
Discover how our clients have transformed their future with Line of Succession’s tailored estate planning. Each story is a testament to the peace of mind and security we deliver.
From The blog
Discover Strategies for Easy, Yet Lasting Wealth Preservation
Dive into our resources designed to make estate planning straightforward and effective. Learn what you need to safeguard your achievements and legacy with confidence.
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