Planning their estate helps Denis and Dianne to be clear about their wishes
A 45-year-old will is no longer the best estate plan for Denis and Dianne.
The situation
When Denis and Dianne first made their wills, they appointed a family friend as the executor and guardian of their young children, who are now adults. Over 40 years later, their nominated executor is no longer a close friend and the solicitor who prepared the will is retired, so they have no idea where their original wills are.
After a couple of people close to them died, and a terrorist bombing made them cancel their overseas holiday, Denis and Dianne thought it was time to get on top of their estate plan. Like many people, it was something they found hard to talk about and put off doing, even though they knew they had to do something.
The solution
Denis and Dianne talked to our estate planning lawyer who helped them create the documents they needed to reflect their wishes. This included a new will, power of attorney and appointment of enduring guardian appointing their children in key roles such as executor, attorney and enduring guardian.
Denis and Dianne now feel they can enjoy life and go travelling without worrying about who will look after their affairs – or where their assets would end up – if anything happened to them.
Denis and Dianne commented, “It was a pleasure working with you on this matter. Thank you for making the process easy and uncomplicated.”
To discuss how we can help with your estate planning needs, book an appointment with one of our friendly team.