Wills & executors
Record how you want your assets distributed and who you trust to administer your estate.
Plan for What Comes Next
Your estate can include your home, savings, investments, insurance, business interests, and personal belongings. Planning ahead gives the people you trust a clearer picture of who should act on your behalf and what you want to leave to the people and causes you care about.
We help you see how your estate decisions fit your financial plan and identify questions to take to your legal and tax professionals.
Record how you want your assets distributed and who you trust to administer your estate.
Review the people named on registered accounts and insurance policies alongside your other estate documents.
Discuss who you would trust to manage finances or make personal care decisions if you could no longer do so.
Ask your lawyer whether a trust could support a beneficiary’s needs or set conditions for how assets are managed.
Consider how your estate could pay expenses, debts, or taxes without having to sell assets quickly.
Flag questions about registered accounts, business interests, or property to review with your tax professional.
Decide which causes you want to support and discuss how to record those gifts as part of your plan.
List important digital accounts and discuss how to give the right person access where permitted.
Revisit your instructions after a marriage, separation, birth, death, or change in a dependant’s needs.
Check whether the people named as executor or attorney are still willing and able to take on the role.
Review the plan after buying or selling a business, acquiring property, or taking on significant obligations.
Update beneficiaries and gifts when your plans for family, philanthropy, or your business change.
Let’s talk about what you want to put in place and what questions to bring to your advisors.
Contact Principled Wealth Management