Here’s something you might find useful. HNW Planning has formalised an arrangement with Equity Trustees to deliver estate planning support services. All of our advisers are now able to access a comprehensive estate planning support service on their clients’ benefit. While considering our own mortality and planning for it is something we prefer to put off for another day, it shouldn’t be. None of us can beat the clock – we will all die. Being advised in preparation for that event is a critical part of the financial planning advice process.
The Estate Planning Support Service is available via all HNW Planning advisers and includes a review of all current documentation including Will(s) (Testamentary Trusts), all Powers of Attorney (including Financial, Medical and Guardianship), Binding Death Benefit Nomination(s) and up to two structures (Family Trust, Corporate Entity, SMSF etc.) as well as the advice and update of the Will(s), including all Powers of Attorney (Financial, Medical and Guardianship) and Binding Death Benefit Nomination(s) (if applicable).
So don’t put it off for another day (that you know will probably turn into a week, then a month and a year); call an HNW Planning adviser today and ask about our Estate Planning Support Service. Knowing that your affairs are in order will give you and your family peace of mind.