Your Estate Planning Health Check
Are You Prepared for the Future?
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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.