Your Estate Planning Health Check
Are You Prepared for the Future?
Planning for the future can be overwhelming, but it doesn't have to be. Whether you're unsure if you need a will or if your estate plan is complete, our Free Estate Planning Health Check can help you get the clarity you need—in just 5 minutes.
How it works
1. Tell us about yourself
2. Review report
3. Make a plan
Why Estate Planning is Important:
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Protect Your Loved Ones: Ensure your family is taken care of according to your wishes.
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Avoid Legal Complications: Minimize potential disputes and legal issues.
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Preserve Your Legacy: Make sure your assets are distributed the way you want.
What You'll Discover
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Do You Need a Will? Determine if a will is all that is necessary for your situation.
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Do You Need an Estate Plan? Find out if your current arrangements are sufficient or if you need a comprehensive plan.
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Do you need a power of attorney, and which documents are required in your state or territory?
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Estate Planning Readiness: Get a quick diagnosis of how prepared you are with your estate planning.
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Estate planning for non Estate assets such as Family trusts, Companies and SMSF.s.
Start Your Free Health Check Now
Inherit peace of mind with our quick and easy estate planning health check. Simply click the button below, and in just 5 minutes, you'll know where you stand and what actions to take next.