Scroll down to read helpful articles on a wide range of estate planning topics, or use the search button to find answers to a specific query.
What information will my executors need?
Your executors will need to be able to find your personal and financial information when the time comes.
A simple way to do this is to prepare and maintain a record for your executors. It doesn’t have to be long and complicated. It should simply show them what you own and where you have kept vital information.
Download my FREE template and find out more in this article.
Do you make New Year resolutions?
It might not sound as glamorous as hitting the gym or booking a dream vacation, but estate planning is a decisive step toward securing your future. Act now to protect the people you love. If you've been putting it off, you're not alone. Discover why 2025 should be the year you make your Will.
Where should I store my Will?
Your signed Will is the only one that counts. Copies won't work.
When dealing with the local probate registry, they need the original Will with your wet ink signature. Proving a copy is a headache. If something happens to your Will, all the careful planning you did could be wasted. Keep the original safe, and you're good to go!
You have FIVE choices for storing your original signed Will: