Wills & Trusts

Serman & Associates enables its clients and their Families to plan for a secure and successful financial future by ensuring that their wealth will be managed and allocated correctly to Family and loved ones.



We provide the following Wills and Trust Services:

  • Advising on all aspects of Trusts
  • Creating new Trusts
  • Drafting Wills, Codicils, Enduring and General Powers of Attorney