Estate Planning – The 4W lesson about documents everyone should have

Posted by Luke Mitchell on 10 April 2019
Estate Planning – The 4W lesson about documents everyone should have

 

Obviously it’s a difficult topic to think about and discuss, but making a plan to set out what will happen to your assets upon your death is crucial.

 

 

 

This process is known as Estate Planning and here’s what you need to know;

 

1. Who needs them?

  • Everyone over the age of 18

2. What do you need?

  • Will, Power of Attorney, Enduring Guardianship

3. When should you get them?

  • Before you need them

4. Why do you need it?

  • Life is unpredictable and your wishes relating to your assets should be protected


Getting Estate Planning right not only helps put your mind at ease now but will also help you and your family during times of turmoil and emotional upheaval.

Our ebook Estate Planning - Documents Explained outlines some of the key documents you can have prepared.

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