THE GOOD WILL COMPANY
WHAT IS ESTATE PLANNING?
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Estate Planning is often mistaken as simply drawing up your Last Will and Testament, but a well thought out Estate Plan performs a number of important functions outside that of your Will.
At The Good Will Company, we are passionate about delivering a holistic approach to Estate Planning which starts with looking at your financial situation and life circumstances in the present and ensuring that those long-term financial plans offer sufficient protection to your loved ones. A well thought out plan for your financial planning and asset protection now will ensure your Executors and Trustees can facilitate your plans with respect to the distribution of your Estate in an efficient and cost-effective manner.
At The Good Will Company we believe your Estate Plan is a pivotal document that ties together your current financial position, your wishes with respect to handling your financial and medical decisions in the event of incapacitation as well as discussing strategies to ensure your Estate is handled in the most tax and cost-effective way in the event of your death. This planning now will ensure your beneficiaries receive the ultimate, most cost-effective benefit as quickly as possible to ensure minimum additional stress.
While working with our Estate Planners they will take you through a comprehensive Questionnaire which will facilitate discussions with respect to the following key points where they are applicable:
Limiting Estate Taxes;
Testamentary Trusts;
Asset Protection;
Organ Donation;
Funeral arrangements;
Succession Planning;
Nominating Executor(s) and Trustee(s) for your Will;
Nominating guardian(s) for any minor children for your Will;
Deciding on special bequests/gifts ie. cash amount, jewellery, family heirloom;
Nominating Attorneys for your Enduring Power of Attorney; and
Nominating Guardians for your Enduring Power of Guardianship.
Annual gifting to reduce the taxable estate;
CLIENT PORTAL
Secure Access
To facilitate a transparent communication between you and our advisers, we've set up a LawConnect account for you. Use it as storage to organize your estate planning files or an avenue to discuss real time comments on documents with your adviser. To log in, click the button below.
ASK A QUESTION
General Discussion
Do you have a Will? Worried yours may be out of date? Unsure if your Will or Trust reflects your intentions? All valid concerns, so give our advisers a call and let the Good Will Company assist you with your Estate Planning enquiries and take the first step to securing you and your family's future.
BOOK A MEETING
Your Journey Begins
Book a meeting with our estate planning experts and, using our holistic and streamlined approach, we will ensure you are asking the right questions and ultimately coming up with the correct answers. Allow the Good Will Company to empower you to secure your family’s future.
REFER A FRIEND
Spread the Word
If you believe that our estate planning service could be beneficial to a friend or family member, please don't hesitate to refer them to our friendly staff here at The Good Will Company. We would be happy to work with them to give them peace of mind with respect to their Estate Planning.