• Yes No
    You know all the questions relevant to your family, which relate to taxation and legal aspects of creating a fair estate plan?
    You have established Wills which include asset protection (Testamentary Trust) provisions, to ensure wealth is not forfeited from children's failed marriages, bankruptcy or premature death?
    You know exactly how to start your estate and succession planning process and who you need to involve to ensure your best result?
  • Yes No
    You have ensured open and regular communication with your spouse and children and you have regularly discussed the estate and succession planning topic?
    You know exactly how to create fairness between your children and has this been communicated with each of them?
    You know exactly what your children's plans are for the future and you are not experiencing any communication issues with them or their spouses?
  • Yes No
    You have had facilitated conversations, including with your spouse and children, to ensure there is thorough understanding of your plans?
    You have attained consensus between all parties to ensure the risk of contested Wills is negated?
    You have in place a fully documented and funded plan which creates absolute lifetime certainty for your spouse as well as financial security where required?
    You have put in place the necessary protections and documented process to guarantee your dreams and wishes are followed for the benefit of your family?