#ESTATE PLANNING CHECKLIST FOR FREE#
#ESTATE PLANNING CHECKLIST HOW TO#
#ESTATE PLANNING CHECKLIST FREE#

A basic Will cannot do much more than detail your wishes. Protect Will & TrustsĪ larger and more complex Estate Plan will benefit greatly from a Protective Will. Maybe they can make decisions on your behalf about medical treatment, long-term health care, or medical care. For example, you may appoint a family member to look after your finances, allowing them to sell assets pr property, access your bank accounts, pay your credit cards and household bills. Lasting Power of AttorneyĪppointing someone to be your Health & Wellbeing Power of Attorney and your Financial Power of Attorney ensures that someone you trust such as family members can act on your behalf to make decisions when you are unable to make them yourself. It can also dictate who should be the guardian of any minor children should both parents pass. It ensures that your wishes around your wealth and assets are legally documented to be followed upon your death. Last Will and TestamentĪt the very basic level, having a Last Will and Testament drafted, witnessed, and signed is the cornerstone of your Estate Plan and one of the most important documents you will ever own. What should be included in Estate Planning?Īre you interested to know what should be included in your Estate Planning checklist? 1.

#ESTATE PLANNING CHECKLIST HOW TO#

Is committed to teaching their children how to manage their wealth and live a purposeful life.Recognises that the emotional stress and anguish for your loved ones caused upon your death can be reduced greatly by helping them to understand in life what your wishes are in death.Is interested in improving family relationships today.Wants to know how to have great open and honest conversations about their Last Will and Testament and end of life wealth distribution with their family members.Is providing later-life care for their parents or a loved one, or is concerned about funding their own potential future care needs.Has no idea if their adult children or their even their own parents have a Will, Estate Plan, or A Power of Attorney in place.Is named as a beneficiary or Executor of someone’s Will.Has a ‘Secret Will’: privately drafted and never shared with your family and beneficiaries.Has unregistered or no Financial Power of Attorney or Health & Welfare Power of Attorney.Has minor children under the age of 18 with no named Guardians.Has an outdated, invalid Will, or no Will at all!.Is passionate about providing for their loved ones when they have passed.

#ESTATE PLANNING CHECKLIST FREE#

Our free Estate Planning checklist is a ‘must have’ for anyone who:

#ESTATE PLANNING CHECKLIST FOR FREE#

REGISTER FOR FREE CHECKLIST Who is the Willing Wisdom™ Healthcheck Estate Planning Checklist for? Watch our Free Estate Planning Webinar to receive your Estate Planning Checklist. To maximise the benefit to you we always recommend that you complete the checklist prior to attending the webinar or as soon as possible afterward. When you register to watch our FREE Wills, Trusts & Estate Planning Webinar, we’ll send you the link to access your FREE Willing Wisdom™ Healthcheck Estate Planning Checklist.

Understanding true Estate Planning is a critical part of your Estate Planning journey and so to work in conjunction with our Estate Planning checklist, we have developed a Free short and punchy Webinar designed to give you the knowledge you will need to make informed choices about your Estate Plan.

How can I get my FREE Willing Wisdom™ Healthcheck Estate Planning Checklist? Redwood Wills & Trusts have worked with Willing Wisdom™ to bring you the ultimate Estate Planning & Will checklist because we are passionate about helping people to grow, protect and enjoy their wealth now and for future generations to come. Effectively, that means the Government will appoint someone to decide who gets what, in what priority and the share of your wealth each will receive. We live in a time where more surplus wealth than ever before can be passed on to our beneficiaries when we die, yet an estimated 31 million UK adults run the risk of dying Intestate. According to research from .uk, over 60% of UK adults don’t have a Will. Last week? Last month? Last year? Never!? If you fall into the last category, you are not alone. 2.4.2 Our Fee Structure When was the last time you reviewed Will and Estate Planning or even discussed it with your loved ones?

Estate planning checklist