Estate Planning Checklist Personal Information: Will and Testament: Trusts (if applicable): Beneficiary Designations: Financial Power of Attorney (POA): Healthcare Directive / Living Will: Asset Inventory: Debts and Liabilities: Insurance Policies: Digital Assets: Important Documents Storage: Regular Review: Final Checklist Reminder: Is everything signed and witnessed properly? Are all beneficiaries current? Do key people (executor, POA) know their… Continue reading Your Estate Plan
Tag: Drafting a will
Your Last Will and Testament
Planning ahead can reduce stress for your family. Having documents organized — like your Will, policies, and personal details — makes this difficult time a little easier. How to Write a Will in South Africa: A Step-by-Step Guide Writing a will may feel daunting, but it’s a crucial step in ensuring your wishes are respected… Continue reading Your Last Will and Testament
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