Estate planning

Building a legacy means planning for its future.

Estate Planning Services

Your estate is made up of everything you own – your house, car, bank accounts, investments, business and sundry possessions. An effective estate plan protects your family and greatest assets.

Bruce Edmunds & Associates’ estate planning services aim to maximise value and minimise taxes. Our estate planning accountants help you plan to distribute and manage your assets after you pass away. With specific goals, we create a tailored estate plan suitable to your wishes, desires, capabilities, and assets.

What is estate planning?

Estate planning ensures that after you pass, your possessions – the things that make up your estate – are distributed correctly to whomever you choose. You might think you’re not wealthy enough to warrant an estate plan, but with other considerations, like loss of capacity, children, assets, and financial security, you will quickly realise that estate planning is for everyone, regardless of wealth.

Estate planning is more comprehensive than a Will. Your Will is just one component of an estate plan, albeit an incredibly important part. A Will, however, is only applicable to assets you own at your time of death. Therefore, accurate and comprehensive estate planning involves a variety of components, some of which we list below. Each estate plan is customised, so when you speak to Bruce Edmunds, we will offer you completely tailor-made guidance and advice.

An estate plan can be made up of:

Your Will
Superannuation funds
Trusts

Insurance
Power of attorney arrangements
Guardianship arrangements

Other factors influencing your estate planning include your estate’s size, insurance policies and outstanding debts.

Organise a consultation with an experienced accountant…

Request a call Or call us (03) 9589 5488

Estate planning accountants

Our estate planning accountants understand the complexities associated with an individual’s estate. We work to ensure your plan will benefit the people you care about most. Our services are designed to protect both your wealth and your family.

Careful estate planning gives individuals the utmost peace of mind for the future, and with the skilful and educated Bruce Edmunds team behind you, you can have confidence that your estate planning is accurate, appropriate, and correctly documented.

Trusted accountants for Melbourne businesses

At Bruce Edmunds, we are proud to support Melbourne business owners with dependable accounting, tax, and strategic advice. Our clients trust us to help them stay compliant, make informed decisions, and plan with confidence.

    
 
 
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   Michelle W 
 13 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. We have been dealing with BEA, specifically Estelle Phillips, for over 15 years in regards to our Business FYE and Tax matters, as well as our Personal Tax matters. We have had a great experience with services offered. We have been impressed with the professionalism and efficiency in responding to any of our questions, knowledgeable assistance with our tax planning and accuracy in completion of documentation. We am extremely happy with the services received and would recommend BEA and specifically Estelle as she is who we have been dealing with from the beginning.
  
 
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   Mark T 
 10 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. I want to take a moment to recognise our incredible long-term accounts, Bruce Edmunds & Co. For years, I have dealt with Steve Edmunds and his team, they’ve been more than just a service provider—they’ve been a reliable partner who consistently delivers accuracy, professionalism, and peace of mind. From day-to-day support to navigating complex financial matters, their expertise and commitment have been invaluable to our growth and success. Thank you for being a steady hand behind the numbers—we truly appreciate all that you do!
  
 
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   Mark J 
 8 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service, on time and very professional - could not recommend this firm more
  
 
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   Fadi b 
 4 July 2024
 
 
 Trustindex verifies that the original source of the review is Google. Great service and team always
  
 
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   J B 
 28 September 2023
 
 
 Trustindex verifies that the original source of the review is Google. I was very impressed with the empathetic support and attention to detail in getting me back on track when I got way behind in my tax returns due to family stressors. It took a lot of pressure off me and could not be happier with their great service. Much appreciated.
  
 
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   Some G 
 1 July 2022
 
 
 Trustindex verifies that the original source of the review is Google. Alice has done our tax for years now and is diligent, professional and works tirelessly advising us on managing our tax throughout the year and getting us the biggest legal returns that we are entitled too each year. We couldn’t recommend her more and would give 7.5 stars if we could. Thank you Alice!
  
 
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   Jacob 
 15 June 2022
 
 
 Trustindex verifies that the original source of the review is Google. Roschelle is an absolute superstar. I was referred to this team with quite a disaster on my hands for them to assist with and Roschelle worked tirelessly day and night to assist me through the issues and was both diligent and communicative. I cannot recommend highly enough.

Where do you want to BE in 20 years?

Find out how Bruce Edmunds & Associates can take you there.