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  • Ian at New Approach

Five Easy Steps

5 Easy Steps.

1. Work out the Value of your estate.

Make a list of everything you own minus anything you owe.

2. Decide who you'd like to benefit.

Gifts to your children, family & friends or gifts to your chosen charities.

3. Chose your executors.

Someone you trust to carry out your instructions after your death. (Can also be a beneficiary)

4. Chose Guardians for dependent children.

5. Make a list of any questions you have.

Consider if you have any special requirements. For instance you may need to create a trust in your will or exclude somebody from you will.

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