Prepare Checklist


Preparing and if necessary, updating your succession planning documents ensures that your wealth is managed in accordance with your intentions when you die or lose your mental capacity.

If you do not prepare, your intentions may not be achieved. For example, assets can pass to persons you did not intend to benefit and costly and divisive family disputes are more likely to occur.

If any of the circumstances described below apply to you (tick the relevant boxes), please contact us for an initial no obligation meeting using our Prepare service:

What are the issues to consider in preparing or updating your estate plan?