Estate Planning Strategy
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Given the laws change from State to State, ensure the State noted above is where you need the document prepared for. You can choose the type of field of law you need help with on the left or if you know what you want, just use the search bar. Any documents you favourite by clicking on the heart, will be saved in your Dashboard (for premium users). Loved an article and want to connect with the Advisor who wrote it? Just search for them in the Advisors tab at the top of this page.
Can I leave one of my children out of the Will?
Yes, you can leave a child out of your Will, and not make any ‘provision’ for that family member, however this will create a very high risk of that child bringing Family Provision Claim, contesting the Will. Apart from the stress this causes to the...
What happens if I die without a valid Will?
Intestacy is where a person dies without leaving a Will. The person who has passed away is referred to as the “Intestate”. The law sets out that if you die without a Will, an application will need to be made to the Supreme Court by the surviving...
Do I really need a Testamentary Trust?
A Testamentary Trust is mechanism built into your Will which holds certain assets on trust pending disbursement by the Trustee, so that they do not instantly get dispersed at the time of administration of the Will. There are many benefits of a Testa...
Can the Executor and Trustee be the same person?
The Executor and Trustee can be the same person as long as the selected person meets the independent legal capacity requirements to perform as executor and trustee. Appointing one person to facilitate both roles is a common practice or technique to...
What is the role of the Executor?
An Executor is the person who administers your estate (which means divide up as per your instructions) after you pass away. The Executor may also be is the major beneficiary in the Will.The role of the Executor is to• initially locate your Will whic...
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