
HOW WELL PREPARED ARE YOU?
If you're like many Australians, you probably haven't planned for what happens if you unexpectedly die or become permanently ill or disabled.
Think about it. How will debts be paid? What will happen to your ageing parents, your dependent children and your animals? What about your property, superannuation and money held in banks, trusts and other investments?
“If something happens to you, what happens to the people that depend on you?”
If you haven't accounted for everything, and made it clear who gets what and when, then it could mean unexpected issues and could cause trouble between loved ones.
You want to be confident that decisions about your estate are entirely in your hands.
What's your action plan?
The Estate Planner is an online tool that asks a series of questions about your situation.
In less than 15 minutes you will receive a report (at our expense) with suggestions for the practical steps to take to put your estate in order.
It will put your mind at ease to know that important issues have been thought of.
We will also receive a copy of the report, and will be in contact to discuss your options regarding the suggested actions.
But don't worry, it's obligation free.