Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At gfa Chartered Accountants we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas of estate administration we can assist with include:

  • Meeting to discuss objectives for your estate 
  • Confirming assets - Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution
  • Administration Act

Meet The Team

Mervyn Gyde
Director
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Lance Fielder
Director
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Jinine Carmichael
Business Manager
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Pamella Shaw
Accounting Manager
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Nada Milne
Accounting Manager
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Kerry Castle
Accountant
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Sandra Hancock
Accountant
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Aimee Turner
Accountant
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Caitlin Foster
Accountant
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Devonee Lunt
Business Plus Ltd
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Kathryn Johnston
Business Plus Ltd
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Sue Gyde
Receptionist /PA
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Patricia Cleal
Receptionist/PA
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Linda Brown
Receptionist
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Sarah Beeson
Administrator
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Haley Fielder
Administrator
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