Estate Planning
Leave your legacy the way you want it
Estate Planning is all about your legacy
This is how you ensure your wishes are carried out after you’re gone.
We don’t like thinking about what will happen when we die, but failure to do so means leaving the future your family faces to chance. Setting up an estate plan will make sure your legacy will benefit the people who matter most to you. There’s nothing more important than safeguarding the futures of the ones you love.
Fintech can help
If you’re unsure what you may need, complete this short questionnaire to download your free recommendations report or contact Fintech to organise a brief chat.
Still unsure what you may need? Complete this short questionnaire to download your free recommendations report.
Estate Planning
an introduction
What is an Estate Plan?
An estate plan is a strategy for how your assets should be handled after you die. Your assets include everything from your home and bank accounts to your car, furniture and jewellery. Your superannuation balance and insurance proceeds are not normally part of your estate and should be considered separately.
Why should I create an Estate Plan?
An estate plan ensures that your assets are distributed among the people and organisations of your choosing. It’s essentially a roadmap for how your assets should be dealt with when you’re no longer there to take charge. If you don’t have a will and estate plan in place at the time of your death, your assets will be distributed in line with the intestacy laws of your state.
When should I start Estate Planning?
While many people wait until retirement or beyond, estate planning should be a consideration for every stage of life. This could include everything from acquiring assets, changing insurance and purchasing property to getting married, having kids and even travelling. Basically whenever things in life change, you should have an up-to-date estate plan that reflects those circumstances.
Estate Planning is an important part of your financial journey.
Here is how Fintech can help.
We use a specialist solution called Yodal Estate Planning, the entire planning process is friction free from the initial assessment to completion.
Laid out below are the 4 steps we will go through when planning your estate with Yodal.