Additional services

As a State Trustees client, you’ll benefit from a variety of specialist services delivered by our skilled and experienced team. Whether your needs are complex or simple, our experts are in-house to ensure your financial and legal affairs are in good order, when you need it.

Our team of taxation specialists ensure that our clients affairs and entitlements are always in good order. We’re also the leading experts in deceased estate taxation – supporting individuals, law firms and general taxation specialists across Victoria.

Our legal team provides complex advice on a variety of services to support our clients. Where State Trustees is the Executor, we can act on our client’s behalf on legal matters such as elder abuse claims and estate disputes.

Our Genealogy service uncovers hidden assets, inheritance, and legal ties in your family history, which can be crucial for estate administration and financial security.

Our financial planning service focuses on providing financial recommendations that prioritise our clients’ personal and financial well-being.

Our insurance experts handle your insurance policies and the claims process – helping you access benefits at important life moments. 

Our experts work closely with Centrelink to make sure you get all the benefits you deserve, managing everything from start to finish, ensuring you receive your claims and entitlements.