Brand profile · Financial Services

Aditi Wills & Estate Planning

Aditi Wills & Estate Planning is a Financial Services brand in Sydney, New South Wales. Ownership is privately held; it publishes at aditiwills.au. It holds one address on record, all in Australia. The record counts 7 people. Tagged estate planning. It is listed alongside two similar brands, mostly in Business Consulting.

Profile live Privately Held Founded 2018 1 office country

Key facts

Counted staff
7
self-reported 2–10 band
Founded
2018
8 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Australian Baby Boomers and their Gen X heirs are underprepared for the largest intergenerational wealth transfer in history — $3.5 trillion over the next 20 years.

Proper estate planning preserves your legacy from being held up in probate and eroded by avoidable taxes and unnecessary legal fees. It also ensures your last wishes are met with the minimum friction and emotional burden for your heirs.

However, many Baby Boomers are leaving things to chance because estate planning can be expensive, especially when it has to take into account complicated financial arrangements, business structures, divorces, de facto relationships, blended families and any of an incalculable number of unusual or complex circumstances. Aditi makes it possible to get professional Estate Plans done affordably.

Aditi brings together technology and expertise in wealth protection and estate planning to enable professional advisors to provide estate planning services affordably to their clients.

Accountants and financial planners who subscribe to Aditi’s wealth system can offer their clients access to an automated tool that handles information gathering and task management for estate and succession planning. The platform scores and analyses the clients’ answers, directing accountants and financial planners through next steps.

The wealth system is supported behind the scenes by Aditi’s estate planning specialists, who are there to guide professional advisors in even the most complex circumstances to create a comprehensive estate plan comprising a revocable living trust, a will, a durable power of attorney for financial affairs and medical decisions, and a living will for end-of-life decisions.

Aditi produces these in formats that make it easy for a lawyer — a legal requirement — to provide the final advice.

Clients receive expert advice on estate planning easily and affordably; professional advisors have access to an additional source of revenue providing a much-needed service.

Specialties

All 1 specialty
  • Estate Planning

Related specialties

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AUSYDNEY, New South Wales 2000Primary

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Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

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Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Aditi Wills & Estate Planning?

The record holds 7 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Aditi Wills & Estate Planning have offices?

One address on record, Australia only. Primary: SYDNEY, New South Wales 2000.

Has Aditi Wills & Estate Planning raised funding?

None linked to this brand.

What does Aditi Wills & Estate Planning list as its specialties?

One tag on the brand's own list, among them estate planning.

Which companies are listed alongside Aditi Wills & Estate Planning?

2 profiles list Aditi Wills & Estate Planning as a peer — 54th percentile in Financial Services. It lists ten peers of its own. Real Business Matters and Network Collective list it back.

What is Aditi Wills & Estate Planning's website?