1
Confirm personal and marital details
Identity, spouse and matrimonial-property information affect ownership, reporting and estate calculations.
You do not need every answer on day one. Capture the largest financial items first, identify the people affected, then close document and liquidity gaps in a sensible order.
Identity, spouse and matrimonial-property information affect ownership, reporting and estate calculations.
Start with property, accounts, investments, policies, vehicles, business interests, bonds and loans.
Add dependants, guardians, beneficiaries, specific gifts, substitutes and residue percentages.
Estimate costs, close cash shortfalls and make sure the intended residue allocation totals 100%.
Complete the checklist, generate preparation reports and ask a qualified professional to review the plan.