Who needs an estate plan? Everybody!
Speaking to clients about who will manage their financial, medical and lifestyle affairs when they die or are no longer able to do so is difficult, but it can bring them peace of mind.
Having a proper estate plan means your clients can be sure their assets will be managed and distributed according to their wishes.
An estate plan is particularly important for families with complex requirements such as providing for a second spouse or loved ones with special needs. It’s also important where there has been a history of, or the potential for, family disputes.
Depending on a client’s circumstances, an estate plan may incorporate provisions for:
Our estate planning lawyers will work in partnership with you to tailor estate plans to your clients’ individual circumstances – to make sure their wealth is managed and distributed in line with their wishes and in the most tax‑effective way.
Our unbundled or partnership approach means you continue to manage the relationship with your clients – we simply provide you with specialist estate planning advice.
We can meet with you and your clients in person or via video conference (Zoom, Skype for Business, MS Teams).
For more information on estate plans, please speak to your adviser or call us on 1800 882 218.