Will Planning Process

Process:

In most cases, the Will Planning Process consists of 2 meetings:

  • During the First Meeting, we provide you with the legal framework of the Will and your Estate, open a dialogue, exchange information and listen to what your personal needs and wishes are;
  • After a draft has been created, we schedule a Second Meeting to read through the draft Will and attend with you to the signing of the same.


Importance of a Will & Estate Planning

  • Appoint Executor of your choice
  • Appoint Guardian of your choice
  • Name Beneficiaries of your choice
  • Define the share each beneficiary is to receive
  • Create clarity and give direction
  • Minimize risk of conflict and infighting
  • Empowered by knowledge allowing for financial/tax efficient decisions
  • Risk management