Tag: estate plan

Estate Planning Checklist  Personal Information:  Full legal name  ID/passport number  Address and contact details  List of dependents (children, spouse, others)  Will and Testament:  Up-to-date, valid Will  Named executor(s)  Guardian(s) for minor children  Specific asset distribution instructions  Digital copy stored safely  Physical signed copy stored safely  Trusts (if applicable):  Family Trust or Testamentary Trust set up… Continue reading Your Estate Plan