Many of us know what it means to draw up a will, but few people have one drafted. That said, no matter your age, it is necessary to plan to ensure that your family is financially secure and your assets are handed over to those you intend it.
Why Having a Will and Estate Planning Are Important
In the unfortunate event of death, your Will provides for your assets, including your money, property and personal possessions to be transferred to your nominated beneficiaries efficiently. Our Will training covers all the crucial points of planning for your estate, including ensuring your Will is drafted by a qualified professional, that a legal guardian is chosen for your children with the
necessary Trust in place. Proper estate planning will save you money.
This training session will cover the following:
- What a Will is and why you need it
- The costs involved in setting up a Will
- Who can benefit from being included in a Will
- How to review your existing Will
- What to do if you don’t have an active Will
- Signing Procedures
- Intestate law and the living Will
- Unpacking what a Letter of Authority and Executorship entails
- Costs involved with winding up an estate
Don’t delay making your financial assets secure for the protection of your loved ones. Get in touch today to start drafting your Will and ensuring your estate plan is in place.
What our clients have to say...
Very informative. We must do a refresher twice a year
Well presented, very informative
Very insightful course . Very impressive
Course was an eye opener
I absolutely loved the presentation
Very happy. I needed this information right now
Informative I will make better financial decisions in future
Workshop was very helpful
Learnt a lot about budgeting. I commit to not overspend
Interesting and enlightening course. Felt like it was tailor-made for me
Tell us a little bit about yourself, and we’ll schedule a meeting or call you.