ESTATE & SUCCESSION PLANNING

Protect what you have built, for those who matter most.

Estate planning, asset protection, business succession and wealth transfer. Clear, considered frameworks that secure the next chapter on your terms.

01 → Discovery

We take the time to understand your business properly. Your structure, your goals, your pressure points. Most clients tell us this first conversation alone surfaces things their previous advisor never asked about.

02 → Strategy

We build a tailored plan. Compliance obligations, tax position, reporting framework, and a 12 month strategic roadmap aligned to your goals. Everything connected, nothing working against itself.

03 → Partnership

Ongoing and proactive. We check in regularly, surface issues early, and adjust your strategy as your business evolves. You are in the rhythm year round, not waiting until June for the next conversation.

MELBOURNE ESTATE PLANNING

Don't leave your legacy to chance.

Succession and estate planning is the work most people delay. It is also one of the most important things you can do for the people you care about.

Whether you are planning a business exit, structuring an inheritance, or simply making sure your assets are protected and transferred on your terms, the time to do this work is well before you need it. Decisions made early have the most power. Decisions made under pressure rarely produce the best outcomes.

360 ONE Succession brings the strategic and technical expertise to make this work straightforward. We sit alongside you through every stage of planning, transition and execution, working with your other advisors where appropriate to make sure every element holds together.

Established 2007

Xero Platinum Partners

Bacchus Marsh Based

Clients Australia Wide

OUR SUCCESSION SERVICES

Succession and estate support to honour your wishes.

Estate Planning

Detailed plans that ensure your wishes are honoured and your assets are protected. Wills, testamentary trusts, powers of attorney.

Asset Protection

Proactive strategies to safeguard personal and business assets for the long term. Trust structures, holding entities, considered protection.

Business Succession

Structured transitions that preserve value and provide certainty for every stakeholder. Family transitions, management buyouts, third party sales.

Wealth Transfer

Clear frameworks to pass wealth to the next generation with confidence and minimal complexity. Tax effective, considered, designed to last.

DO YOU NEED ESTATE PLANNING?

Built for owners and families thinking about what comes next.

Succession planning is for everyone with something worth protecting. Whatever the situation, our role is the same. To bring the technical expertise, the strategic thinking, and the considered patience to get this work done properly.

Does this sound like you?

Business owner approaching the next phase of your working life
Families with substantial business or property holdings
Owners with adult children entering the business, or stepping back from it
Anyone with a complex personal financial position that requires careful structuring

OUR APPROACH

The 1% way. Thoughtful, step by step preparation for the future.

Securing what you have built takes careful, progressive planning.

We guide you through each stage of succession and estate structuring, ensuring every decision is considered, every detail is addressed, and the legacy you are creating is protected for the people who matter most.

01. DISCOVERY

02. STRATEGY

We build a plan unique to you, guided by your needs, goals and situation. Compliance obligations, tax position, reporting framework and a 12 month strategic roadmap aligned to your goals. Everything connected, nothing working against itself.

03. PARTNERSHIP

SUCCESSION PLANNING CLIENTS

Trusted across Australia for succession + estate planning

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Nicole Adams

Architect

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Ethan Young

Engineer

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Megan Allen

Designer

MELBOURNE ESTATE PLANNING

Succession connects to every other dimension of your financial life.

Succession planning works best when it is part of a complete strategy. Here is how the rest of 360 ONE supports the legacy you are building.