<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=192437601262779&amp;ev=PageView&amp;noscript=1">

Will Planning

Will Planning Advisors

Will Planning

Will planning is the most traditional approach to designing an estate plan and, when combined with other estate planning techniques, can be used to secure the future of you and your family for years to come.

Will planning should be comprised of three important legal documents:

  • A Will
  • An Enduring Power of Attorney
  • A Personal Directive 

Enacted upon death, a Will provides instructions for the distribution of your estate, as well as appoints an executor to act on your behalf. By contrast, both an Enduring Power of Attorney and a Personal Directive come into effect during your lifetime in the event of that you are unable to manage your affairs. Both are important legal documents that allow the issuer to designate a trusted individual to follow the wishes of the issuer in the event they are unable to do so.

An Enduring Power of Attorney determines who will administer the financial side of your estate; a Personal Directive appoints an agent to manage non-financial matters, such as your personal care and health choices.

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Get Free Widget

We are committed to safeguarding your family’s future.
To begin designing your comprehensive estate plan, come in for your complimentary consultation.



Become a Client

checklist_image.png

Get Your Complimentary Edition
of MacMillan Estate Plannings,
Self Planning Checklist: