I know I need to put in place a Will and need to sort out my Estate Plans
Complete an Estate Plan Health Check
No-one wants to think about death in the prime of life. But it’s important to decide what will happen to your assets when you die. An estate plan includes your will as well as any other directions on how you want your assets distributed after your death. It includes documents that govern how you will be cared for, medically and financially, if you become unable to make your own decisions in the future.
Key Estate Plan documents might include:
- Will
- Superannuation death nominations
- Testamentary trusts
- Powers of attorney
- Power of guardianship
Our initial process:
- Complete an Estate Plan Health Check
- An Initial 15 min chat (via phone call) | A complimentary chat to discuss the results of your health check, find out what you are looking for and if we think that we will be able to help
- Tell us about You | Complete an Estate Planning Questionnaire
- A 60 min Initial Discovery Meeting* (via online meeting) | To assess what you are looking to achieve with your estate plan and discuss any concerns you may have.
What does it cost?
- We charge a $220 Initial Discovery Meeting fee (*an initial discovery meeting may not be required if your estate planning needs are considered simple)
- Once we have a clearer idea of what type of estate plans you may need, we will send your information to one of our preferred estate planning specialist law firms (with your permission) and they will provide a complimentary fixed price quote for the type of estate plans they recommend for your individual circumstances. You can then decide if you would like to proceed with the implementation of your estate planning documents.
Resources
- A Guide to Estate Planning – Video
- The Importance of Estate Planning for Young Australians – Ep12 The #YoungMoney Podcast
- Wills & Powers of Attorney
- Register as an Organ Donor
- What happens to your social media accounts when you die?
I am unsure how More Time Financial can help me and would like to find out more.
