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Estate Planning

ESTATE PLAN FOR LIFE: KEEPING YOUR FAMILY INFORMED

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ESTATE PLAN FOR LIFE

Many are disorganised when it comes to negotiating financial affairs after a loved one dies. Death is an emotional time for everyone involved — made more complex when financial matters remain unresolved.

To prevent this, Providence Advisory Group has prepared a checklist of issues for you to address, enabling your family to effectively manage your estate. This guide was created over many decades of helping our clients through tragedy, containing useful information to be referred to in the event of death in the family.*

You may also be interested in Providence Advisory Group' Estate Planning for Life service which will:

 

  • Review your Wills and Powers of Attorney

  • Prepare a protection plan for your family

  • Document information that matters

  • Prepare a living Crisis Management Plan to guide the family when times are hardest

 

 

How is your estate plan? How does it compare to others?
 

Take our 3-minute quiz to find out how much you know about your estate plan and identify what is really important to you.

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