Estate Planning

Check List for Death, Succession and Estate Planning:

Establish an 'Enduring power of attorney'.
Establish a list of people to be contacted.
Advise on the location of the necessary documentation established.
Are your Estate affairs in order?
What will you do in case of a death in your family?
Do you have a will?
Does anyone know where you keep the will?
Is your will tax effective?
Have you read your will lately?
Is it still what you want? Maybe you have changed your mind, or maybe the circumstances have changed.
Have you worked out how much is needed to provide for the survivors? The poorer the will preparation the more the tax man will take.
Do you know that a change in marital status of the testator (that's you) cancels the old will?
Are there any changes in your children's status?
- Do you receive government pensions?
- Other close relations?
- Assets purchased or sold?
Do you have children from different marriages?
Do you have step children?
Who is you estate planner?
Who owns your business?
- You - as a sole trader.
- You - in a partnership.
- You - in a company or a trust.
Is your current debt covered by a life insurance policy or a mortgage loan policy?
Does your will have a testamentary trust where the trustee has a power of appropriation?
Where do you keep the address book of the people you want to be contacted?
How do you want to be put to rest?

The above points are serious matters to consider when you make a will.
They can mean that your beneficiaries receive exactly what you want them to receive with a minimum of worries.

If you cannot answer confidently and positively any of the above questions, then your affairs are not in order.
Ideally you should involve your Solicitor, Accountant and Financial Advisor when preparing your will. Call us for an appointment.

We are working with the experts in all related fields and are ready to give you the appropriate advice.
We will work out the most suitable Estate Plan to your particular circumstances.