Is Your Estate In Order?

• Can’t find the Will? Almost half the relatives of a deceased person are not immediately able to find the Will.
• Use the Estate Planning Service to make your estate plan easy to administer for your executors.
• Provide an easy way to explain your wishes to your family and friends.
• Identify your Estate Planning needs with an adviser.
• Keep all your valuable documents in one place. List all your assets, liabilities and important contacts in our Estate Planning Information Kit.

Our advisers provide practical advice and assistance in assembling, documenting and storing those vital pieces of personal and financial information.

Estate Planning Information Kit

Ask yourself, if I die what will happen...

• To my family?
• Does anyone know what I’ve got?
• Where would all my assets go?
• Who will organise my estate? Where do I begin?
• Which professionals (lawyer, accountant, financial planner etc) do I contact?
• What kind of funeral will I have?

Finalising an estate can involve a mountain of paperwork and ‘things to do’. This organiser is an excellent way to provide information for your executors, family and friends during a difficult time. 

The Estate Planning Information Kit includes;

• A large hard cover folder that can easily be stored into a bookshelf or drawer   
• Plastic sleeves to store your documents in a logical order
• A detailed checklist for the executor
• Contact details of all professionals
• A complete list of assets both personal and financial
• How you want to distribute your assets
• Other information specific to your wishes

For more information on the Estate Planning Information Kit call us on (08) 8333 2488.