Estate Planning Facilitation is the art of progressing an Estate Plan from the beginning of a person’s wealth journey through life’s major events, to protect and transition their wealth to future generations, in a way that provides peace of mind, trust and wealth protection for their family.
Recent statistics show only 24.6% of Australians have an updated Will in place. A will does not guarantee your wishes are met because Wills are not legally binding or comprehensive enough. A Will is only a component of an Estate Plan. From our initial work, we believe less than 3% of Australian Families have a comprehensive Estate Plan in place. This is where your work begins.
Estate Planning process
To assist you on your Estate Planning Facilitation journey we have created 3 tools for you as an Estate Plan Facilitator;