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Will & Testament
A good financial plan cannot be concluded without the conclusion of a will. This is the most neglected part of financial advice in today’s market place. Currently, many companies provide free wills; however, most of them try to act as client’s executors. This creates a situation of no competition when the client gives up the ghost, thus charging up to 3.99% for their services.
At Consilium Private Wealth, the broker will go through the process of leaving your family with the easiest way to conclude your estate. The executor will be chosen after your demise by a family member.
Advantages:
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Your family can choose the executors
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Fast completion of your estate
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Peace of mind
Do you have a testamentary trust?
Do you know the fee of your executors?
Have you nominated a legal guardian for
your kids?
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