Wealth Planning
The next service level offered includes the three main documents (Investment Policy Statement, Investment Plan and Portfolio Analysis) but goes one step further by incorporating an Estate Planning Guide.
Do you know someone who you feel would be a good choice as an executor or trustee? Are they willing to accept personal liability to settle your estate? Are they able to spend a significant amount of time on your estate for at least one year?
It could be even more complicated than you think to settle a seemingly simple estate even if there is a will properly prepared by a lawyer. So imagine if you could have a document ready that would give the eventual executor details such as people to contact as well as document location, account numbers and even personal possessions that require special attention if not specifically mentioned in the will. If you were an executor and had this type of document supporting the properly written will your job would be that much easier to complete and the heirs would be relieved to know that this were settled properly.
To order a blank copy of the Estate Planning Guide to complete on your own please send me your contact information and I’ll have one sent back by return email.
