MELLA
FIDUCIARY

  • Estates
  • Wills
  • Trusts

The ultimate act of love is to provide a secure
financial future for those you leave behind.

It’s equally important to appoint the right professional team to administer your estate
during what will be a difficult time. At Mella Fiduciary, our specific focus is on:
Estate Planning, Estate Administration and Trust Administration.

This sharp focus means we are always up-to-date with industry changes in order to make the most
of opportunities and avoid pitfalls. Financial Planners, Wealth Managers and Accountants outsource
their clients’ administrative requirements to us, knowing they will get an efficient, tax-friendly and professional service.

The ultimate act of love is to provide a secure financial future for those you leave behind.

It’s equally important to appoint the right professional team to administer your estate during what will be a difficult time. At Mella Fiduciary, our specific focus is on: Estate Planning, Estate Administration and Trust Administration.

This sharp focus means we are always up-to-date with industry changes in order to make the most of opportunities and avoid pitfalls. Financial Planners, Wealth Managers and Accountants outsource their clients’ administrative requirements to us, knowing they will get an efficient, tax friendly and professional service.

WHAT WE DO

Estate Planning

We create personalised estate plans that transfer intergenerational wealth in a tax efficient and seamless manner. We ensure that your Will dove tails with your Trust deed.

Wills

We draft Wills that form the framework for the implementation of your wishes in the event of your death, avoiding pitfalls that delay the wounding up.

Trust Administrations

We create new Trusts, perform health checks on existing Trust Deeds and administer existing Trust, all of which are important consideration to a well-executed Estate plan.

Deceased Estate Administration

We assist families at the death of their loved one by professionally, efficiently and compassionately winding up the deceased estate, a complex administrative process.

INSIGHTS