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My Estate Planning
This section of our site will assist you to ensure that your Estate Planning is always kept up to date.
Hi [memb_contact fields="FirstName"],
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Welcome back,
How can we help you today?
As you know, it is vitally important to keep your Estate Planning up to date and relevant to your current and planned circumstances.
We recommend that you revisit and check your Estate Planning on at least a 2 year basis.
A couple of the immediate things that come to mind are as follows:
- Have your Personal or Family circumstances changed at all since you last reviewed your Estate Planning?
- Has legislation changed in any way since your last reviewed your Estate Planning?
If you are unsure of anything, it is always better to check and confirm.
You can access a current copy of your Estate Planning documentation on your "Portfolio and Documents" file. Read through what you currently have in place. If you need changes or an update done, you can make contact with us and we will prepare that required documentation for you.
Make contact with us by completing your details and a short description of what you would like done.
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Welcome to our Estate Planning Zone.
From our records, it appears that you have not drafted or updated your Estate Planning with SimplyInvesting as yet.
Estate Planning is a critical part of your overall financial planning process and we hence urge you to ensure that you have at least some fundamental documents in place.
We are sure that you will agree that there is nothing worse than leaving a complicated and unclear situation for your loved ones (dependents and beneficiaries) when you pass on.
Our aim here is to help you ensure that this does not happen to you.
Estate Planning is a very personal process and as such, we will need to ensure that we know your current circumstances well in order to guide and assist you in drawing up estate planning documentation that best addresses you and your families circumstances and needs correctly.
There are various Estate Planning tools which can be utilized in order to create efficiencies and cut costs, when dealing with your estate.
In order to help you in the process, we have put together an initial information document that you can complete and submit to us. We will then make contact with you and take the process further from there.
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