Corporate Estate Planning
Protect your business beyond your lifetime.
For business owners, estate planning extends beyond personal assets. Corporate estate planning ensures business interests are protected and succession is managed smoothly.
Officium Legacy works with directors, shareholders, and business owners to structure estate plans that safeguard business continuity.
Planning with clarity and confidence.
Our approach ensures business assets are aligned with your personal estate plan, minimising disruption and protecting long-term value.
What corporate estate planning covers
Corporate estate planning may include:
- Succession planning
- Shareholder protection
- Cross-option agreements
- Business continuity planning
These measures reduce uncertainty and protect both family and business interests.
Don’t Leave Your Legacy to Chance
Take our free estate planning assessment to help you understand how prepared you are.
Our Estate Planning Client Journey
01
free consultation
We start with a complimentary consultation to understand your needs and objectives. This allows us to provide clear, tailored guidance from the outset.
02
Onboarding
Once our services are agreed, we’ll onboard you as a client and go through a simple fact find to gather information such as your beneficiaries, and executors.
03
Document creation
Our team will then draft your documents using our specialist software ready for you to review.
04
Review
Draft copies of your documents will be sent to you via email for you to double check the information and spelling are correct.
05
Signing & Storage
Our documents will then be printed on official paper and sent to you for signing along with signing instructions. If you have paid for storage you will be given instructions on where to send your completed documents.