Estate File Preparation

Who will be responsible to access your will, banking details, marriage/divorce certificate, vehicle logbook, insurance policies, and passwords, when you pass away? This is just a very small list of what will be needed to wind up your estate. Someone will need to know where to find all this information and if it is not readily available, they will literally need to search through your home and computer to find it.

You can save your family a lot of time, stress and emotional pain by ensuring that all your personal information is organized and that you have told at least one person where they can find your Estate File. We are available to help you get it done by breaking a fairly complex job into simple, manageable sections with individual tasks that can be completed at a pace that suits you. We can guide you through some of the potential problems your family may encounter when winding up your estate and provide simple solutions to ensure these details are also included in your Estate File. They will be so grateful that you did this for them.

What we do

We look at your estate file preparation from three perspectives – yours, your family’s and your service providers’ and then provide you with templates that will tell you exactly what documents you will need in your Estate File and also what information your family would need to have on hand to help them answer some of the questions they are likely to be asked. We also provide a lot of practical tips and information that will help you and your loved ones be as best prepared as possible for the inevitable.

From Your Perspective

All your important documents and information will need to be handed over to your Executor one day in order to wind up your estate. We can walk you through the preparation process so that you can get your own file prepared in advance which means more privacy for you and complete peace-of-mind knowing that it has all been done already.

From Your Family’s Perspective

How would it feel to your family, knowing that you have left all your important documents and personal information prepared and in order for them to simply open a file (or whatever storage method you prefer) and everything that they would need is right there? No searching through a safe, cupboards, drawers, boxes or wherever else the necessary information may be stored. Having your Estate File already prepared is one of the biggest gifts you can give your loved ones. You will be saving them a lot of heartache and/or trauma.

From Your Service Providers’ Perspective

To name just some of the service providers who may be involved in winding up your estate, are your Executor, Financial Planner, Short Term Broker, Medical Aid Broker, Banker … the list goes on and on. Literally every single thing in your name will need to be closed down. You will be saving everyone a lot of time and effort by having all the necessary information prepared and ready to facilitate this process.

Contact

Safe, Simple and Respectful

These three words describe our core values when guiding you through your Estate File Preparation. It does not matter how big or small your estate is, our primary focus is to ensure that you and your loved ones have peace-of-mind, knowing that you are as well prepared as possible for any eventuality.

It doesn’t matter if you are young or old, whether you own little or much, your family may be caught completely off guard when you pass and at this time of loss and grief you would not want them to have the added pressure of trying to gather all the information that you are able to gather right now for them.

Having your Estate File in order will be one of the greatest gifts you could ever give them at such a time. And likewise, you could be saved a lot of time and heartache, if your loved ones get their Estate Files in order so that you don’t have to do it for them after they have passed.

Collaboration

OUR PRIMARY FOCUS IS TO:

-Bring awareness of the importance of getting estate documents and information in place before one passes away.

-Help you establish the exact information you need to gather.

-Provide customized templates as well as coaching and accountability sessions to eliminate procrastination and ensure that you get the job done.

WHAT WE DON’T DO, IS GIVE ADVICE.

We leave this to the professionals.

We are, therefore, able to work closely with attorneys, financial advisors, accountants, short-term insurance brokers, funeral homes, debt counsellors, medical aid brokers, and business coaches who our clients will be referred to, to get their specific questions answered.

If you are really serious about getting your Estate preparation in order and want to give yourself and your loved ones the peace-of-mind that comes with having everything in order, you are in the right place.

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