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Protect Yourself With A Will. It's Never Too Early, But It's Often Too Late

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  • Frequently Asked Questions (FAQ)

Estate Planning Health Check


Will Planning

Do you currently have a Will? *
Has your Will been reviewed following any major life changes? *Examples: marriage, divorce, children, grandchildren, death of a beneficiary, major property acquisition.
Are you confident your Will reflects exactly who you want to inherit? *
Are the people you appointed Executors and Trustees still around and willing to act? *

Lasting Powers of Attorney

Have you put a Lasting Power of Attorney in place for decisions about your money and property? *
Have you put a Lasting Power of Attorney in place for decisions about your health and welfare?? *
Are your appointed attorneys still the people you would trust to make decisions for you? *

Family & Beneficiary Protection

Is your Estate plan drafted to protect the beneficiaries of your estate from their own divorce, bankruptcy and long term care costs? *
If you have children under 18, have you named in your Will who you would want to care for them? *
Does your estate plan reflect your family circumstances, including any previous relationships or stepchildren? *

Property & Asset Planning

Do you know whether your home is owned solely in your name, jointly with someone else, or in another way? *
If you own property jointly, are you aware of the downsides to owning your property jointly? *
If you own rental or investment properties, have you made plans for how they should be passed on to your beneficiaries? *

Inheritance Tax Planning

If your partner remarried after your death, have you considered the detrimental impact this could have on your beneficiaries? *
Are you aware of the financial impact that could happen to an inheritance you leave to a beneficiary if they subsequently divorces or face financial difficulties? *
If a Beneficiary you leave an inheritance to needs help managing money, have you made arrangements for this? *

Probate & Estate Administration

Would an Executor know where to find your Will and other important documents upon your demise? *
Have you written down your funeral preferences and any personal wishes you want your family to know? *
Have you made a plan for what should happen to your important online accounts and digital assets after your death? *For example.. Online Banking, Post Office Accounts, Building Society Accounts, Share Portfolios, Other Investments…
Have you reviewed your estate plan within the last few years? *

Contact Us

  • Email
    info@getasecondopinion.co.uk
  • Phone
    01483 230750
  • Address
    Parallel House
    32 London Road
    Guildford
    Surrey
    GU1 2AB

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