Preparing For Your Appointment

A little preparation will assist you and your planner in creating your Estate Plan.

There are some personnel appointments to think about. You need to consider who amongst your family, friends and professional contacts such as accountants and your estate planning company could fill jobs for you. These are usually the Executor, Trustees, Attorneys and Replacement Attorneys under a Power of Attorney.

If you have children, you need to consider the appointment of Guardians. When appointing Guardians you will probably want to consider their age, location, financial situation and suitability.

You should ask potential Executors, Trustees, Attorneys, Guardians and / or representatives whether they wish to do the job.

You may wish to change your appointment if your Estate Planner suggests someone else when they conduct the instruction take.

It is wise to advise people exactly what the duties are.

You need to consider your family, their needs and how you want to provide for them. Special needs can be provided for in a Will, often through Trusts. We will explain more throughout the process.

Have a list of the names, addresses and contact numbers for all of the above and potential beneficiaries.

This will help with your initial appointment.