Montane Estates
Free your mind.
And your tasks.
With powerful legal experience and enhanced processes, Montane Estates can deal with the tricky and complex task of transferring assets, property and funds of an estate so beneficiaries get their inheritances smoothly and as quickly as possible. And with the least amount of stress for executors.
Easy. Simply. Done.
All the protection you want. For your loved ones.
Montane Estates puts all the executor help you need at your fingertips. With Montane Estates, you get access to a team of legal professionals with a world of know-how and support for any deceased estate. Plus, Montane has created specialised products to help make sure every estate administration runs smoothly.
The easiest of ways to get probate.
Frequently – and increasingly – banks, superannuation companies, nursing homes and other institutions require a Grant of Probate before they will release funds. Probate can really hold up an estate administration, often taking months. Montane Estates secures the Grant of Probate, reducing executor stress and wasted time.
Smooth superannuation transfer.
With Montane Estates, complex institutional procedures to release beneficiary entitlements from superannuation companies are handled with ease. Plus, with SMSFs, our consultants give you the answers and up-to-date knowledge on how to ensure the fund stays compliant.
User-friendly funds transfer.
Sure, bank transfers involve tonnes of paperwork and lengthy discussions with call-centres. This takes time, energy and institutional know-how. And for the uninitiated, often results in delays to the estate administration. So, that’s why we expansive system of interfaces with banks and real-time technology delivers the smooth transfer of funds from banks. With Montane Estates, funds transfer delays are minimised, making for happier beneficiaries.
Delivering nursing home bond transfers. Simply.
Now with Montane Estates you can get nursing home bonds transferred quickly and easily – and all at your fingertips.
Extraordinary lengths for
Will Trusts.
To set up a Will Trust requires legal know-how, as does the transfer of assets and funds into the Will Trust. Montane Estates considers every detail of transfers to the Will Trust to ensure there are no unnecessary hold-ups or delays in the estate administration. Plus, for executors who are appointed also as trustees of a Will Trust, Montane provides ongoing legal advice and support.
Get an in-depth look
at Montane Legacy.
Did you find what you’re looking for? Tell us what you think >