Business Will Package

Secure Your Business Legacy with the Business Will Package
For owner-operators of growing businesses, ensuring a seamless transition and protecting your business legacy is essential. Whether you need to establish an estate strategy, secure funding for estate or business liabilities, or set up a structured company winding-up protocol, the Business Will Package provides a comprehensive solution tailored to your needs.

Who is the Business Package for?

Owner-Operators of growing businesses who need to setup their estate strategy or have no successors for their current business.

What Does the Business Will Package Include?

Personalized Business Will Document: Crafted by our expert team, your will ensures your business and personal assets are distributed according to your wishes, whether passing them on to a successor or facilitating an orderly transition.

Simple Succession Planning: If you have a successor in mind, we help outline a clear plan to transfer ownership and operational control, minimizing disruptions to your business.

Funding Estate & Business Liabilities: Secure financial stability by planning for potential liabilities, including outstanding loans, taxes, and operational expenses, ensuring your estate and business remain protected.

Executor and Business Trustee Appointment: Designate a trusted executor or business trustee to oversee the administration of your estate and business affairs, ensuring your plans are executed efficiently.

Company Winding-Up Protocol: If your business has no intended successor, we assist in structuring a smooth winding-up process, ensuring assets are managed and liabilities settled in an orderly manner.

Asset Protection & Risk Mitigation: Safeguard business and personal assets from unnecessary risk, ensuring continuity or proper liquidation in line with your estate strategy.