The things you do for yourself are gone when you are gone, but the things you do for others remain as your legacy.
~ Kalu Ndukwe
Resources
Here are some resources to help you kickstart your estate planning journey. Estate planning is not an overnight activity. Do take some time to consider how, what and who will be included in the distribution of your estate.
Quiz Assessment
Not sure if you’ll need to do anything for your estate plan. Here’s a short 10-question quiz that might help.
Death Box Checklist
Key information you’ll need when drafting an estate plan – compiled in a single checklist that will save your time. Only for our Inner Circle members.
Documents List Guide
Are information too complicated, and too fragmented? Here’s a compiled guide to list of important legal documents for your easy reference. Only for our Inner Circle members.
Estate Planning Services
When it comes to estate planning, most people think about the circumstances when they leave the Earth. However, planning for mental incapacity is just as important. Here are the estate planning services we provide.
In case of Mental Incapacity
- Lasting Power of Attorney Form 2
- Professional Doneeship
In the event of Demise
- Will Drafting
- Will Custody
- Professional Executorship & Trusteeship
- Trust Setup and Administration
“The goal isn’t to live forever, but to leave behind something that will.”
~ Chuck Palahniuk, author
Book Appointment
Meet our estate succession practitioner today to find out how she can assist you on your estate planning journey.