You work incessantly to build assets and wealth for your loved ones. Estate Planning is that one crucial step to ensure that everything you’ve built and earned is passed on to them in the most hassle-free way. It’s a prudent gesture of telling that you always care about fulfilling their dreams and safeguarding their financial well being.
When is the right time to make a will?
At any stage of life when you think you have built a substantial corpus / own valuable assets/ come across major life event, you should legally document it by writing a Will and also update it as and when either of the following events occur (every 3- 5 years).
What is the procedure to make a Will?
Benefits of making a Will
Selecting the right Estate Planner
Things you should consider
What service he’s offering?
How often he reviews and maintains the Will?
What is his principal area of practice?
His years of experience
What are the changes of preparing and executing a Will?
Who should make a Will?
Have any questions?
We will be happy to answer