Ask.Will™

$25.00

An estate plan is a set of decisions and legal documents, including a Will, protecting what matters most your family, yourself and your finances.
 
Some aspects of estate planning can seem complex.
 
Ask.Will™ helps you simply the process.
 
Ask.Will identifies the top things you need to think of when it comes to your estate and wishes, so that together with a lawyer or estate planning specialist, you can develop an estate plan that leaves you feeling prepared and confident.
 
Don’t think you need an estate plan?
Think again.
 
Estate planning is for everyone.
One of the most common misperceptions is that estate planning is only for the wealthy. If you have ever worked, have superannuation, insurance policies, assets, a family or even a business, you need an estate plan. Even when there may be a relationship breakdown, even among your children, an estate plan may protect your estate against future challenges, down the track.
 
A DIY Will kit may seem like an affordable option that keeps things simple, but in reality, it may not be enough to protect those most important to you, or sophisticated enough to consider the best tax structures.
 
The simple fact is that claims against estates are growing in Australia. Sadly, this becomes very expensive for your intended beneficiaries, and a considerably lengthy process to resolve, adding unnecessary complexity, stress and cost to those who are the most important to you.
 
Why consider an estate plan?

  • Pass on your assets securely
  • Limit challenges to your estate
  • Protect your beneficiaries inheritance
  • Minimise tax

It’s an important process for you to protect your family, and those people who are the most important to you.

Ask.Will can help you get started

Ask.Will is a simple way to start to think about the information and decisions you need to make, and starts by asking you the right questions, and by asking you those questions, can help you get to the answers you need, by providing key estate planning considerations that are the most relevant to you.

Once you’ve answered all the questions, Ask.Will generates a summary for you to review.

The next step is working with an estate planning specialist, such as a lawyer, who will create your estate plan.

What is Ask.Will?

Ask.Will is an online tool that helps you to work out what you need to consider when it comes to drafting your Will, or estate plan. Ask.Will takes a brief snapshot of your personal information to provide you with a simple and clear overview of your current situation and things you need to consider for the future. Ask.Will is $25.

How does Ask.Will work?

Once you’ve logged in, you’ll be asked 10 simple questions about family, assets, superannuation, insurances, lifestyle and goals. Simply answer the questions from each category and complete the relevant details. It takes about 5 minutes to complete, and you can change your information when and as you need.

What’s next?

Ask.Will produces a personalised report, with an overview of your current situation, and identifies potential areas for focus. Share it with your family, and make a time to talk with us about the steps you can take next.

Call us for a complimentary conversation on your estate planning

We’re here to help every step of the way. Confidence begins with a conversation. We’re here to help you navigate your estate planning needs. To start a confidential conversation, simply give us a call on 02 8296 6222.

 

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