3 min

A solicitor is all you need with your estate plan? - 7 Minute Will Myth #1 7 Minute Wisdom

    • Management

7 Minute Will Myth #1

A solicitor is all you need with your estate plan?

Absolutely not!! A good plan is created by a team of specialists - financial, taxation, legal, risk, retirement needs and so on.

So whilst you may have a legal document, it is important you have someone who co-ordinates the specialists - a facilitator.

Plus, after someone passes, there are so many human elements which need considering. Where to be buried or cremated, songs for the service, who will give the eulogy etc, what they should do, how to keep the business running + all the things left unsaid?

How have you planned to pass those thoughts on to ensure all left behind are not already squabbling?

7 Minute Will Myth #1

A solicitor is all you need with your estate plan?

Absolutely not!! A good plan is created by a team of specialists - financial, taxation, legal, risk, retirement needs and so on.

So whilst you may have a legal document, it is important you have someone who co-ordinates the specialists - a facilitator.

Plus, after someone passes, there are so many human elements which need considering. Where to be buried or cremated, songs for the service, who will give the eulogy etc, what they should do, how to keep the business running + all the things left unsaid?

How have you planned to pass those thoughts on to ensure all left behind are not already squabbling?

3 min