You know that death isn’t simple, and Wills aren’t simple, but now you don’t know where to start. How am I going to help?
my goal
It is my goal to help you to prepare a proper, complete Estate Plan. I don’t do “simple” Wills because I have spent 20 years helping families to administer the Estate of their loved ones, and I know that the false security of preparing a basic document is not enough.
While culturally in Australia we are happy to joke that the only certainties in life are death and taxes, we aren’t very good at actually talking about and planning for one of those certainties. Most people don’t realise how difficult and exhausting being an Executor can really be until they have to do it themselves. Lets help that person out by preparing a proper Estate Plan, lets stop pretending that death is simple.
I am not going to give you a whole bunch of homework, and then abandon you to do it on your own. I am going to make sure that you understand what steps are involved, and where we are in the process. I am going to try to make sure that you understand why your Estate Plan deals with certain problems, rather than ask you to trust me that I am dealing with this incredibly complex thing for you. I am going to leave you with a document, called a Letter of Wishes, that you can update in your own time and space as life changes without having to keep coming back to me.
“I have done this before, but I have never had it explained like that.”
What We WILL DO
Discuss you and your family, and who you want to benefit under your Will
Look at your asset and debt position, what is in the Will, what is out of the Will, and what documents you need
Discuss the difference between an “I love you” Will and a Discretionary Testamentary Trust
Discuss your retirement plans, and how that fits into your Estate Plan
We start with two appointments, an initial consultation for initial advice, and then a follow up appointment a week or two later so that you don’t get lost down the rabbit hole of too many decisions
After the second appointment I will have the necessary information to draft your documents, which you can read and then come back to me with questions
After we have signed the Will and other documents we will begin work on other things, like your Letter of Wishes