Complete Estate Review

Why Consider a Complete Estate Review?

At FamilyTrusts, we highly recommend a Complete Estate Review for individuals who are unsure about their estate planning needs or want to ensure they have comprehensive protection. A Complete Estate Review is an in-depth evaluation of your existing wills, LPAs, and trusts to determine if they align with your current wishes and provide optimal protection. Here's why a Complete Estate Review is essential:

  1. Peace of Mind: A Complete Estate Review offers peace of mind by ensuring that your estate planning documents accurately reflect your current wishes. It helps you confirm that your loved ones will be protected, your assets will be distributed as intended, and your overall estate plan remains up to date.

  2. Identifying Gaps and Outdated Provisions: Over time, life circumstances change, such as births, deaths, marriages, divorces, or significant financial changes. A Complete Estate Review allows you to identify any gaps or outdated provisions in your existing documents and make necessary updates to ensure they accurately reflect your current situation.

  3. Maximising Protection: Laws and regulations surrounding estate planning often evolve. By conducting a Complete Estate Review, you can ensure that your estate planning strategies are aligned with the latest legal requirements, minimising potential risks or complications in the future.

  4. Tailored Solutions: Every individual's estate planning needs are unique. A Complete Estate Review provides an opportunity to receive personalised recommendations and solutions based on your specific circumstances, ensuring that your estate plan is optimised for maximum protection and efficiency.

At FamilyTrusts, our dedicated team is committed to helping you achieve a robust and effective estate plan. With a Complete Estate Review, we can assess your current situation, identify any gaps or outdated provisions, and provide tailored recommendations to enhance your estate planning.

Contact us today to schedule a consultation and gain the assurance that comes from knowing your estate plan is optimised and your loved ones are best protected.