Willmaker Brief

Complimentary

Estate planning can be complex, but it doesn’t need to be. Good estate planning is vital and is required by just about anyone who has been in the workforce for a few years. Simply, it is the strategies, processes and actions you take now to preserve your assets for yourself, your family and your successors, and to ensure that your estate is administered and distributed to the maximum benefit of who you choose. Our simple Estate Planning Willmaker Brief has been designed to help you start the process. By completing the Willmaker Brief you are outlining your specific circumstances so we can review those circumstances and provide you with a quote to help you with your estate planning.  We’ve designed the Estate Planning Willmaker Brief with simplicity in mind, but it is true to say that the more we know about your finances and assets the better we can advise and assist you, so more detail is better than not enough. Contact us for a confidential conversation about how we can help you