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Description
This service assists us in understanding your estate planning needs. Whether your situation is simple or complex, Next Stepz wants to make sure you and your family are looked after. To do this, we’ll ensure your documents are updated to reflect your current circumstances.
During the call we’ll ask you a few questions about your situation so we can fully understand your current position and give you information on our process and fees. The phone call should take between 10 and 15minutes.
The purpose of the call is to assist us in ensuring you have:
- a will
- a named enduring power of attorney
- a named executor
- letter of wishes and
- an advance health directive
As a result of this consultation, an estate planner will provide a quote to ensure all your estate planning needs are in place.
